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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (29538)	8/7/2000 2:28:01 AM
From: Juliet	Read Replies (1) of 54805

Mike--Oh yes, absolutely you are right... Knowing the results of the charts is unimportant because your premise is wrong regardless of whether the Gilder Game or the Gorilla is doing better on a year-to-date basis. The Gorilla Game is a very long-term play, making any comparisons of less than a few years and ideally ten years invalid. The "premise" was really more a sporting one--in the light of someone (can't remember who) within the last few days using the term "Gilder Game" in this context. But--seriously--in these times of generally compressing multiples, I think it is fairly interesting to see how resilient these gorillas are. I mean, these are unusual market conditions to be sure--and a singular one in the life of these gorillas I guess--so doesn't a look at how they hold up in a bearish time like this seem a little valid? But anyway, I know I was wrong to do it and I will NEVER NEVER do it again... NEVER! juliet@heh,heh,heh.com

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