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

To: JRH who wrote (532)	2/26/1999 10:46:00 PM
From: JimLeo	Respond to of 54805

I agree. Emerging Gorillas and/or kings are more interesting. That doesn't have to preclude a internet stock if it has the right characteristics.

To: JRH who wrote (532)	2/27/1999 12:10:00 AM
From: Curbstone	Read Replies (2) \| Respond to of 54805

Justin, I'm with you on the Gorilla and King Watch and Wait Index. And, while difficult (maybe impossible, ie RNWK), I also agree on ditching the Internets for now. I also feel however that we should come up with criteria for determining when a W & W becomes a true Gorilla or King. I envision a situation where, based on some predetermined combination of market cap, market share, industry growth, etc. stocks will move from one index to the other. Mike

To: JRH who wrote (532)	2/27/1999 11:24:00 AM
From: KY	Read Replies (1) \| Respond to of 54805

Anyone want to take a stab at running Rambus through the Gorilla filter to see how it stacks up? I have yet to do my dd on Rambus and continue to hear the buzz on this company. Any Rambus experts out there? KY