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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: LindyBill who wrote (15185)1/14/2000 10:48:00 PM
From: Mike Buckley  Read Replies (2) of 54805
 
Bob,

Occasionally I have to remind people that I hate generalizatios. So when Lindy sez "We have all pretty well settled on identifying and buying the Gorilla when it has entered the tornado," I would urge that you read the manual and the messages in this thread before coming to your own conclusions.

You've already seen the post that shows the manual's recommendation of when to buy the stock of companies selling enabling products vs those selling applications products. I would be happy to buy stock of the right company selling applications products that are still in the bowling alley.

--Mike Buckley
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