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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: gdichaz who wrote (2626)	6/14/1999 3:04:00 AM
From: Uncle Frank	Read Replies (1) of 54805

>> I just wish that Geoff Moore would be more careful when he goes off in an area he simply does not understand. I've been following the discussion about Geoffrey Moore with interest, particularly as related to his comments about Q. I'm satisfied that our earlier genetic testing was accurate, and in a strange way, pleased that GM gave us a reason to revalidate our conclusions. I don't feel any disappointment as a result of his erring comments, because I never assumed that his knowledge of technology was very broad to begin with. Geoffrey is caught up in his own celebrity, and it would be unnatural for him not to make comments when called upon to do so. But he is far out of his area of expertise in discussing Q as Dr. Shockley was in discussing racial characteristics. The GG was a great work (at least parts of it), but that doesn't mean its writers are omniscient. Fortunately, Q's Gorilladom will be validated or disproved by revenue growth, earnings growth, market share, gross margins, etc. Comments by analysts or authors, pro or con, will not influence the outcome. Frank

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