Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike McFarland who wrote (2815)	6/20/1999 5:09:00 PM
From: chaz	Read Replies (1) of 54805

Mike: Have you READ "The Gorilla Game"? Few questions for you...not to be argumentative which is sorta frowned on hereabouts: 1. Is Microsoft going to go away anytime soon? 2. Does the investor price stock based on the present value of future free cash, or something else? 3. Would you prefer one stock that was going up 2x next year, or 10, some of which might go up 2x? I don't happen to think the fellows (and Jill, tip 'o my hat young lady) here on G&K are anywhere near like the average on SI. We're not mired in minutia, but are focused hard on enduring values. Those big techs are fortune makers for those who know 'em. Lindy may be first to hit it big, but he won't be the only one.

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