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

To: gdichaz who wrote (1836)	5/10/1999 1:09:00 PM
From: JRH	Read Replies (3) \| Respond to of 54805

Chaz too: I'll go out on a limb and venture to say that RMBS has potential to be a gorilla in the high-speed RAM market. Uncle Frank, being in the semi business, what are your thoughts on RMBS? It seems to me, though I am far from an expert, that they are similar to QCOM, except that their technology hasn't been collectively made the standard. I imagine that that won't happen until INTC builds support into their chipset. Any thoughts on RMBS thread? BTW, I am proud to be the owner of QCOM shares as of this morning. Thanks for the excellent, informative posts everybody! Justin

To: gdichaz who wrote (1836)	5/10/1999 1:52:00 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

Good morning, Chaz2. Regarding your question, Curious what companies included in the G&K Index are gorillas Imho, the only Gorillas in the G&K Index are msft, intc, csco, and qcom. The rest are either Kings (amat, aol, t, etc.) or Princes striving to become Kings (dell, emc, yhoo, etc.). As a general rule, I have tried to limit the Index to companies with market caps >10B, and avoid story stocks, which I leave to JRH if they meet his criteria for the W&W Index. I'll let Justin explain his own selection process. A great day so far for the G&K Index; up 1.5%. It gives me hope that the rotation out of the tech sector may be running out of gas. Frank