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

To: gdichaz who wrote (2107)	5/21/1999 5:47:00 PM
From: LindyBill	Read Replies (1) \| Respond to of 54805

There seem to be three gorillas on which there is a consensus here - MSFT, CSCO and QCOM. Plus Intel and SAP, of course. Although I would not buy either one right now. Seibel is coming up, but will be a "niche" Gorilla, IMO. If I were to guess which Gorillas will make me money the next two years, I would say QCOM, MSFT, and CSCO.

To: gdichaz who wrote (2107)	5/21/1999 6:46:00 PM
From: mauser96	Respond to of 54805

In addition to the ones LindyBill mentioned, I think that Citrix Systems is a possible gorilla in the making. It may be begining to show hyper growth (earnings up 100% year to year) , and it has a disruptive technology with high switching costs (thin client) that offers compelling advantages to companies. I understand that they are beginning to see "pull" sales in addition to the more usual "push" sales. The Citrix solution allows for reduction in manpower, always important because Moore's law allows computing benefits to be logarithmic but manpower benefits are always arithmetic. Furthermore, finding high quality trained people gets harder every day. I own both SEBL and CTXS, but the odds are always against any newcomer becoming a gorilla. Gorillas are a very rare species.