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No. of Recommendations: 3
I've been thinking a bit more about the Gorilla Candidate and I have to conclude GMST is not a Gorilla Candidate. It is a Gorilla. The assessment seemed obvious as I was responding to an e-mail regarding a recent RMBS critique, basically just clarifying to the person that its on the risk par of a CREE in my book now. A Gorilla Candidate. And I was going to list GMST along with CREE, but GMST clearly has such a large lock on its market (and revenues aside) the physical evidence of distribution screams tornado, supported by recent evidence of increased major, national sponsorship, that GMST is a safer investment than a mere "Gorilla Candidate." That point seemed obvious in comparison to CREE or RMBS or NTAP who each have less lock on their markets.

Anyone disagree? Is GMST not clearly a Gorilla even if RMBS and CREE, NTAP, ELON are still candidates at this point?

Tinker
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