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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (11253)	11/27/1999 5:09:00 PM
From: voop	Read Replies (3) of 54805

Hi Mike I have not read Inside the Tornado so my questions may be naive but I will go ahead anyway. Confused about 1) Is the company putting all of its eggs in one basket (one market segment)? Not sure why yes would be good, perhaps we are victims of double negatives? 3) ) Is the size of the chosen market segment no larger than 2.5 times the planned total revenue of the company? How do companies plan total revenue, why would they limit themselves, whom does the planning and over what timeframe? 7) If that segment is eventually won, does it offer leverage to win over other segments? In other words, is that market segment truly a head bowling pin that knocks over one or two other bowling pins when it falls? Can you help us determine whether a bowling pin is a 1, 4 or 7? All this reminds me of an unclear premise overwhich I disagreed with Stockhawk a few thousand posts ago, i.e. GG authors state to buy enabling technologies in torandoes while buying application technologies in bowling alley was the route of choice. If true, does one need a basket of stocks if hunting for enablers? Have a safe flight home and two days late Thanks for all your Giving on this thread. Voop

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