Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: chaz who wrote (707)	3/7/1999 7:32:00 PM
From: KY	Read Replies (1) \| Respond to of 54805

I see BRCM on this list, but not PMCS. Every time I hear an analyst speak of this company, one word always seems to come out of their mouths -- "dominates." One to watch...especially since INTC has now put all of these "bandwidth" communications chip companies on a whole new bunch of radar screens with their LEVL move.

To: chaz who wrote (707)	3/7/1999 10:15:00 PM
From: Mike Buckley	Read Replies (2) \| Respond to of 54805

Chaz, One stock that is in the process of being added to the W&W portfolio is Citrix. Also, I'm not convinced EMC should be in the G&K portfolio yet. My thinking is that it probably should be moved to the W&W portfolio. Justin, You might want to add ITWO and PSFT to the W&W portfolio also. I realize that PSFT has fallen on hard times recently but they aren't out of the running in HR software. ITWO and Manugistics have been erratic lately but I still think ITWO will do well in supply chain software. --Mike Buckley