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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (3927)	7/17/1999 2:00:00 PM
From: Mike Buckley	Read Replies (1) of 54805

Frank, Since you were so kind with your compliment, I'll return the favor with some disagreement. :) [Lindy] knows that Q is a wee Gorilla, so the chances of it suddenly tanking are minimal. Wee gorillas are more prone to sudden corrections than mature gorillas that are under no particular threat of a discontinuous innovation displacing them. Even so, Cisco has tanked 40% twice in the last twelve months. The authors mention on page 111 that when a company disappoints investors with unexpected earnings shortfalls, it's not unusual for high-tech companies' stocks to fall a third or more in one day, even gorilla stocks. It happens when there is any reason for investors to believe that a tornado is ending, usually caused by the fear that the competitive advantage is weaker than previously thought. Plus, [Lindy] has lightening reflexes, and is poised to jump out of the lion's den at the first sign of danger. With amazing dexterity and sense of timing. I couldn't agree with you more. --Mike Buckley

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