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

To: Grantcw who wrote (1835)	5/10/1999 11:40:00 AM
From: gdichaz	Read Replies (2) \| Respond to of 54805

Curious what companies included in the G&KIndex are gorillas. Seems to be a consensus on CSCO, MSFT and slightly less on INTC. QCOM seems a consensus new gorilla. Any others? Chaz too PS Assume no company in the Gorilla and King Watch is a gorilla but every company there is a "candidate" - any distinction or thread opinion on which are gorilla candidates and which king candidates? PPS As the originator of the thread and person who has probably thought the most about "gorilla-ness", would value your opinion especially Uncle Frank.

To: Grantcw who wrote (1835)	5/10/1999 11:07:00 PM
From: Mike Buckley	Respond to of 54805

Grant, I hope I didn't cause you to be late to work. :) I agree with you about the importance of the quarterly, sequential growth with one small exception. The fourth quarter has always been the biggest for front office stocks (probably most enterprise-wide software apps, though I've never bothered to verify it) because of the way the sales force is compensated regarding year-end bonuses. With a big Q4, it's never going to be a big dissapointment to me if the following Q1 isn't bigger. If companies were building software around Siebel's and marketing the packages aggresively, Siebel would be carried along with Sun, Compaq, etc... into gorilladom. I agree, but I still don't think those companies have to be working exclusively with Siebel for Siebel to be carried into gorilladom. If Siebel has X% of the market and the next best competitor has 1/2 of X%, it's only natural that the companies making up Siebel's value chain is going to put greater resources behind Siebel than behind Siebel's competitors. --Mike Buckley