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Strategies & Market Trends : Gorilla Game Investing in the eWorld

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To: Teflon who wrote (1202)1/13/2000 10:19:00 AM
From: gdichaz  Read Replies (3) of 1817
 
Teflon: Since my response to a post on the G&K included the "nurturers" and the relationship to this thread, am repeating here.

Would very much appreciate your views on this overall question.

Best, Cha2

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Talk : Market Trends : Gorilla and King Portfolio candidates

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To: Malcolm Bersohn (15039 )
From: gdichaz Thursday, Jan 13 2000 6:49AM ET
Reply # of 15044

Malcolm: Your excellent and comprehensive post on the "nurturers" such as SFE, ICGE, CMGI, and Softbank raises the practical problem of what are these animals exactly? You suggest at the end that these are not gorillas. That is probably so, but are they godzillas or the "mother of godzillas"? I have SFE as my "One Godzilla" in my One Gorilla (QCOM), One King (JDSU) and One Godzilla (SFE) game here.

BTW this game receives yawns here. Once a month I report on its progress, but that is that. Little interest in it. But that is an aside.

So where should the "nurturers" be discussed?

The answer seemingly is Teflon's e commerce thread, which is the Godzilla thread, since this G&K thread by consensus and as a practical matter is mostly restricted to the concepts of Gorillas (and Kings to some extent) as introducted in the old manual and Geof Moore's introduction of the Godzilla concept is not accepted widely here as relevant to this thread. In large part it is specifically rejected as appropriate and discussion is referred to the e commerce thread.

What to do?

Logically there is a Godzilla thread and so discussions of Godzillas belong there, but that is awkward.

That thread has far less participation than this one.

Geof Moore has clearly included Godzillas in the Gorilla Game as a major new concept. Yet Godzillas are "animals non grata" here. As the King says in the King and I , "It's a puzzlement".

Best.

Cha2

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