SI
SI
discoversearch

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: Mike Buckley who wrote (709)3/8/1999 7:30:00 AM
From: John Carragher  Read Replies (1) | Respond to of 54805
 
Mike

Isn't a little early to add psft considering the problems they have had recently. How do they stand out to be considered future G&K? Then we also have sap and oracle. IMO we are getting too many companies in the group or we just lowered the bar.... John



To: Mike Buckley who wrote (709)3/8/1999 11:59:00 PM
From: Uncle Frank  Respond to of 54805
 
>> I'm not convinced EMC should be in the G&K portfolio yet.

Gee, Mike, do you want Justin to have all the good companies? His W&W portfolio is knocking the socks of the G&K, and now you want me to give him the Index's 3rd biggest gainer (27.6% ytd).

Frank

After a tough day at the office, I had to come home to this? <vbg>