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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Mike Buckley who wrote (15906)1/22/2000 9:41:00 AM
From: Uncle Frank  Read Replies (1) of 54805
 
>> For Gorilla Gamers, I think that depends on who does the acquiring. If we wouldn't want to own the stock of the new entity we really would rather that our Gorilla-Gaming companies remain independent

Speaking for myself, Merlin, and I usually do, if someone wanted to acquire ntap for a big premium, I would gladly take it as a windfall profit. I would then have a choice:

If the acquirer was a Gorilla I admired, like Cisco, I would hold the stock.

If the acquirer was a non-Gorilla, like Lucent, I would sell the stock and reinvest in another Gorilla.

I am a committed Gorilla gamer, but I choose not fall in love with any particular Gorilla. I see the purpose of this thread as identifying a class of investment without fixating on any individual issue (though we've come close with Q). That's the lesson I took from my Dellhead period.

uf

btw, what are you doing making posts at 3:30AM? Indigestion?
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