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


To: LindyBill who wrote (2100)5/21/1999 2:50:00 PM
From: Teflon  Read Replies (2) | Respond to of 54805
 
LindyBill, SFE is up almost 250% since January first, and I have owned it the entire time. It is a Prince in its industry (though I firmly believe it has yet to be discovered by the media) and I think its potential is enormous. Lets face it, the QCOMs and MSFTs have stalled and there's not much to talk about there until momentum changes.

Few people here seem interested in discussing MSFT (my #1 love) so I am trying to bring some new material to the Board. And frankly, there are very few Gorillas in this world (and very few Gorillas in the making) so our ability to keep this terrific Thread thriving must derive its energy from other places. I have learned a lot on this thread and I am just trying to return the favor.

Teflon



To: LindyBill who wrote (2100)5/21/1999 5:05:00 PM
From: gdichaz  Read Replies (2) | Respond to of 54805
 
Re the ocean of Gorillas. There seem to be three gorillas on which there is a consensus here - MSFT, CSCO and QCOM. There are others that some feel strongly are gorillas and others disagree. Is it possible to get a clear short list of full scale gorillas here? Yes, there are kings in spades, but gorillas seem pretty scare, no? Would it make sense to try to concentrate on seeing which companies are full scale gorillas now, and which companies are gorilla candidates - as opposed to royalty and royalty candidates? Chaz too