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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: tekboy who wrote (7330)10/2/1999 11:28:00 AM
From: rel4490  Read Replies (5) of 54805
 
re: perceptual GG

I think that you have stumbled onto a very important investment corollary to GG analysis. It takes both a fundamental crossing of the chasm and a perceptual crossing by the market for the stock to react. The two crossings probably never occur at the same time. Merlin believes that the fundamental crossing for the Q took place a full year before the perceptual crossing. The market required a Defining Event ( the litigation settlement) before reacting.

Sometimes the perceptual crossing takes place before the fundamental crossing. Perfect Rambus Analysis?

Perhaps this means that it is prudent to modify GG investment theory by taking a more aggressive stock position when the market is waiting for a Defining Event( Q pre 4/1999; Gemstar pre settlement) and take no stock position when the market has already assumed the crossing before it has happened ( Rambus).
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