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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Dr. Id who wrote (5912)9/3/1999 5:24:00 AM
From: Bruce Brown  Read Replies (1) of 54805
 
Jeff, I remember that Godzilla suggestion at the time on the GG digest e-mail list and the discussion that it created.

Not to add fuel to the fire concerning a singular Godzilla Folder here at SI. However, a little news from the GG e-mail list follows.

I don't remember all the particulars, but because of the heavy discussion of Qualcomm and the attempt to blend a lot of emotions with 'Dude, check out this stock' on the GG e-mail list, Bill Meade (the list's moderator) mentioned recently that he and Geoff Moore were considering moving the list to SI. This was mentioned in the last week of so. There was a lot of discussion over the past months about Qualcomm and before that, I was involved in a discussion about the front office game that went on for quite some time. Those not interested in either became unsettled that so much discussion was directed towards the two. Hence, some of the comments and e-mail suffered a degradation of quality in terms of emotional outpouring and ended up in a post from Bill Meade who suggested 'shutting it down'. Pretty much par for the course on any message board I guess. We've all seen it - in terms of the gestation cycle of a list or a message board. Most of us have been part of both sides of the coin when it comes to emotional posting.

My point being, if that list/e-mail group does indeed move to SI at some point in the future and there is a growing basket of Gorilla Game folders here at SI, isn't that thinning out the discussion and ideas from the collective group of 'gamers'? I would agree that there are various parts of the 'game' that we need to be aware of, but as investors shouldn't we discuss the whole game even if we choose to only participate - investing wise - in parts rather than the whole?

Also, Geoff Moore asked for our comments on ICGE (is that the ticker symbol?) on the GG e-mail list. He said he couldn't comment himself because he is personally involved, but wanted to hear our thoughts on the list. Only a few responded because very few even knew of it. I still don't know much, but will begin looking at it.

BB
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