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No. of Recommendations: 10
cree -- probable gorilla
gmst -- gorilla
ntap -- possible/probable/emergent gorilla
JDSU -- Strong King/hints of gorillaness
CRA -- BioTech Gorilla (the MSFT of biotech)
SEBL -- Gorilla
BRCM -- Strong King/hints of gorillaness
QCOM -- Gorilla
BLDP -- Gorilla if you believe the story
LHSP -- possible emergent Gorilla in an exploding industry.

OK, so you can't cash in probables. but goddamned if that doesn't look like my entire holdings, cept for bldp and add elon and rmbs


Cree, NTAP, JDSU, Broadcom - not gorilla games unless you can prove otherwise. Full fledged royalty plays. Possible, probable not part of the gorilla game in terms of royalty games switching to 'gorilla games'. I strongly suggest sleeping with the book until it soaks in - and I mean that in the best of all possible ways, believe me. This is not to shoot down those non gorilla game stocks as investments, but let's call them what they are. I'm open to discussion, believe me.

Biotech I toss out because it's biotech. I don't believe in applying a specialty criteria of high technology investing to another field. See the next paragraph.

I'm on the fence in fuel cells and would like to hear why you think that the chasm has been crossed, the lead pin and others in the bowling alley knocked down, a value chain that has formed to create a tornado (hypergrowth) which has spawned the emergence of a gorilla which you name Ballard Power. This is a tricky game and we can't go bending rules. However, if we can have confirmation of the gorilla criteria to show that a company like Ballard or Plug or the others in the space indeed meet all the criteria - I'll consider it.

Likewise, do we have the value chain which has created a tornado for Gemstar to have emerged as the gorilla? Believe me, I know things are in place and am also an investor, but can we say at this point - full fledged gorilla?

That leaves Siebel and Qualcomm which I will agree are gorillas using the criteria.

BB

P.S. Sorry that your portfolio has been damned by God. <ggg>
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