Bowling Alleys and Tornadoes: G&K Hunting Grounds

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Strategies & Market Trends
Bowling Alleys and Tornadoes: G&K Hunting Grounds

An SI Board Since July 1999

Posts	SubjectMarks	Bans
153	28	0

Emcee: HeyRainier	Type: Unmoderated

Introduction Compact

Go to reply# or date (mm/dd/yy):

Reply	Message Preview	From	Recs	Posted
103	<lol> <eom>	HeyRainier	-	9/3/1999
102	>> Even Unk has been playing a little short term trading recently. <gg	Uncle Frank	-	9/3/1999
101	QCOM Gorilla True Believers should just keep in mind that fundamentals don'	JohnG	-	9/1/1999
100	CMGI What makes it a <i>Gorilla and King Watch & Wait Portfolio <	Martin Rasch	-	8/25/1999
99	Looks like I spoke too hastily; the company is selling off its ERP business to	HeyRainier	-	8/24/1999
98	One of my Gorilla-Game plays in the B2B space, Clarus (CLRS), just got acquired	HeyRainier	-	8/24/1999
97	The subject of Brocade (BRCD) keeps popping up on other threads. BRCD provides	DownSouth	-	8/17/1999
96	Mike: Very helpful. Just for fun, GE is probably a gorilla or at least a king	gdichaz	-	8/15/1999
95	Tom, I agree with everything you mention about Sun and am disappointed that I	Mike Buckley	-	8/15/1999
94	Chaz2, <i>Could GE, IBM or SUNW be considered a gorilla or king in one o	Mike Buckley	-	8/15/1999
93	Tom: Agree with you in your analysis of key Sun strengths. My selling point f	gdichaz	-	8/15/1999
92	Chaz2, I have been invested in SUNW over the last 1-1/2 years on a premise that	Tom Ardnij	-	8/15/1999
91	Mike: Hey, guess I will have to spend some time on SUNW here and on the G&	gdichaz	-	8/15/1999
90	Cha2, <i>In all the discussions of EMC and NTAP et al here and on the si	Mike Buckley	-	8/15/1999
89	Mike: While I still limit my actual investing to telecom related areas, I stil	gdichaz	-	8/15/1999
88	Mike, thanks for the thoughtful response. For the time being and until I can f	Sunny	-	8/15/1999
87	>> I think we've been through most of this stuff in the past so I'	Uncle Frank	-	8/14/1999
86	Sunny, I think it might be an overstatement to say that BMC doesn't doesn&	Mike Buckley	-	8/14/1999
85	Mike, I have been a long time holder of BMCS. this is a home town company tha	Sunny	-	8/14/1999
84	Mike: Thanks. Despite this being Friday the 13th, luck is with us. Not onl	gdichaz	-	8/13/1999
83	Cha2, I think we've been through most of this stuff in the past so I'l	Mike Buckley	-	8/13/1999
82	Mike: Re your hunting grounds for gorillas comment, where do you see the best	gdichaz	-	8/13/1999
81	DownSouth, If I'm understanding your question properly, the two independen	Mike Buckley	-	8/12/1999
80	Joel and everyone, Ariba is in more than just the procurement software busines	Mike Buckley	-	8/12/1999
79	I had promised to get back to you all with any info on broadband wireless play	John Stichnoth	-	8/12/1999

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