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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Percival 917 who wrote (14563)	1/8/2000 6:37:00 PM
From: Mike Buckley	Read Replies (1) of 54805

Joel, Then you also get into the discussion as to when the enabling Gorilla candidate actually entered the tornado versus the perceived time it entered; the same discussion we had awhile back on Q. That discussion about defining events and the market's perception of them was the most innovative exchange of ideas about Gorilla Gaming I've had the pleasure of witnessing. There is some ground-breaking stuff there. I wouldn't rule out the possibility of taking into account the market's perception of a tornado, but the only perception of it that really, truly matters to me is my perception. Taking that stance will surely cause me to leave some dollars on the table, but my head will rest better on the pillow at night. For those who intuitively understand and appreciate market dynamics more than I do (and I'm referring not just to stock market dynamics but also the dynamics of a company's marketplace), I believe those issues that were so well articulated belong on center stage with a bright white spotlight. --Mike Buckley

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