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

To: Martin Rasch who wrote (706)3/7/1999 3:31:00 PM
From: chaz  Read Replies (2) | Respond to of 54805
 
At the moment, the G&K Index contains 19 companies, but by my count the G&K-W&W portfolio has but 10....BRCM CMGI GMST GNET NTAP QCOM RMBS RNWK SEBL UNPH. Doesn't seem right....who've I left out?



To: Martin Rasch who wrote (706)3/8/1999 11:51:00 PM
From: Uncle Frank  Respond to of 54805
 
Martin, Are you counting in the DEC division when you compare cqp and dell revenues? I'm not sure that is "apples to apples".

With regard to lu, they are the dominant player in voice protocol, whereas csco is the Gorilla of the ip jungle. The upcoming battle should be titanic <vbg>.

Frank


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