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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: chaz who wrote (6005)9/5/1999 9:24:00 AM
From: Mike Buckley  Read Replies (1) of 54805
 
Chaz,

As we talk about JDSU, (for example) we could look back to see what other companies operate in the same space, and that would give us a sense of context.

If I can make a suggestion ...

In that regard this forum is not perfect, mostly due to the technological limitations and the inability for each of us to custom fit it tomeet our personal needs. As a result, each of us needs to be more organized in the way we use our own PC. A couple of ideas:

1) When you see a post that might be helpful in the future, use your browser to save it as a favorite. Make sure you change the title so it identifies the importance the post has for you. Title Example: JDSU and Competitors

2) Develop a system in your word processor and spreadsheet programs to create a "living story" about the company or market you're interested in. When you see a press release, article or message that tells that unfolding story, copy the information or data into your word processor or spreadsheet. Assign a title to that, highlight key information in a bold font, etc., etc.

Perhaps Stew and others have some good pointers about that. I mention Stew because he seems to be able to bring up reams of data about Gemstar that I have to believe exceed the capacity of anyone's memory; the guy must be incredibly organized.

--Mike Buckley
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