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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: tekboy who wrote (13984)1/3/2000 7:57:00 PM
From: Mike Buckley  Read Replies (1) of 54805
 
tekboy,

I believe most of your points are well stated and valid.

I disagree with one issue: so many of us now are so heavily invested in a very few gorillas and kings--we have a lot riding on our judgments, that is, in a way Moore may not.

I think it's easy for most of us to forget the extent to which his money is on the line. In addition to the positions he holds in privately and publicly held firms mentioned in the revised manual's "Disclosure," he is also a partner in Mohr Davidow Ventures, a venture capital firm.

--Mike Buckley
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