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


To: Mike Buckley who wrote (2478)6/5/1999 7:23:00 PM
From: Ausdauer  Respond to of 54805
 
Mike,

I am with you on...

ADSL
storage technology/new generation memory solutions
speech recognition
transactional technology for e-commerce
wireless (especially wireless LAN)

I think it is useful to limit one's scanning to markets which one perceives as poised for growth over the next 5 to 10 years. Finding the Gorillas is hard work. I find the prerequisites in the book very limiting and there is no doubt that by doing homework you can be happy with a few Kings, Queens, Orangutans and the like sprinkled here and there. Avoiding the Court Jesters and Baboons is the hard part.

Ausdauer