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

To: Ausdauer who wrote (2295)5/28/1999 12:03:00 PM
From: Uncle Frank  Read Replies (1) | Respond to of 54805
 
>>Hard to believe that there has been 2,300 posts to this thread since its inception a few months back

I'm amazed as well, Ausdauer. We seem to have found an unserved niche on SI; a place to debate the potential of Regal long term investments politely.

Thanks for introducing SanDisk for consideration, but I'd appreciate the benefit of your research and conclusions. In specific, can you outline the ipr position that you feel will make SanDisk a sector rule maker, your estimate of growth for the sector, gross margin expectations, etc.? We're a lazy lot here, and love it when someone else does the preliminary work for us <g>.

Frank



To: Ausdauer who wrote (2295)5/28/1999 4:45:00 PM
From: Mike Buckley  Read Replies (3) | Respond to of 54805
 
usdauer,

Keep reminding us of Iomega. Their Click! could be a huge gorilla-producing tornado.

--Mike Buckley


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