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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (14741)	1/10/2000 3:53:00 PM
From: Eric L	Read Replies (1) of 54805

Frank, << certainly room for scrutiny of Pre-Tornado candidates ... vacant sister thread titled G&K Hunting Grounds specifically created to identify potential Chasm Crossers >> Have you read "Inside the Tornado" or are you just sleeping with it under your pillow? <g> The FM & RFM provide only a condensed version of the technology adoption cycle which is more thoroughly explained in "Tornado". Perhaps the G&K Hunting Grounds thread KY thoughtfully started is throwing us off because its title is preceded by "Bowling Alleys and Tornadoes" rather than "Chasms & Bowling Alleys" or "Crossing the Chasm". The question becomes when do we want to be discussing a company like for example CREE (or taking a position in CREE?), or for example like GMST (or taking a position in GMST?) I don't think we necessarily want to actually wait till after the Tornado has started and we have verified it (and it is very difficult to determine when it starts). It seems to me that we might want to start serious discussion here after we can confirm some company fundamentals, confirm the fact that the chasm has been crossed, and that the first few pins have dropped, and more will follow, then probably we should be discussing the company here rather than in our nurturing place, the Hunting Ground. I'm not sure yet which thread Cree should fall on because my antenna has just been raised due to excellent discussions here. Clearly GMST is not yet in the Tornado, but we have it in our Index (and portfolios), and we think we can see can see the Tornado coming ... Just thinking out loud ... - Eric -

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