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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: William who wrote (498)	2/26/1999 12:36:00 AM
From: Bahama	Read Replies (1) \| Respond to of 54805

Here's a list to toss around (in no particular order): PSFT, SAP, SEBL, MIPS, ARMHY, YHOO, INKT, RNWK, DCLK, CHKPF, SDTI, ISSX, DRIV, VRSN, ENTU, CTXS, QWST, BRCM, ATHM, MFNX, WCOM, PMCS, EMC. Haven't read all the back posts yet, so some may already have been booted. Some are mentioned in the book, and some I see are already in your model portfolio. Just wanted to get some constructive comments. Not all have gorilla-potential, but could certainly be kings (but then again very few companies will ever realize gorilla domination). Correct me if I'm wrong, but only CSCO, MSFT, INTC, and ORCL are mentioned unambiguously in the book as current gorillas.