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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (13802)1/2/2000 11:20:00 PM
From: Uncle Frank  Read Replies (1) of 54805
 
>> As if you're not bitter about him stealing Gemstar and Siebel.

I'm not sure that characterizing promotions as "stealing" was very kind, but I'm sure you were just being "humorous" <g>.

>> Because I get a little hazy about the exact purpose of the G&K index, I'm not sure if this information, ummm opinion, helps make the decision about whether or not to include it in the index.

The GKI is whatever we decide will be most useful, Mike. Last year it was a shopping list of all the G&K types we could think of. This year I proposed that it be a reflection of the typical Ggamer's portfolio, based on the statistical analysis contributed by Apollo. I've enjoyed the debate, and am gratified that everyone has strong opinions, but have yet to sense a consensus. Any suggestions?

uf
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