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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Eric L who wrote (17285)2/5/2000 9:44:00 PM
From: chaz  Read Replies (1) of 54805
 
RE: HUNT

I've heard from a couple of the Project Leaders who have been reading the early reports, and feel challenged. Well, that's good...who wants to play tennis with a guy you always beat? Not the best way to improve your game is it!

On the other hand, I have explained that these initial reports are designed to jump start the discussion process, not end it. Not everyone here is technically astute, or good at number crunching, or at seeing future trends, or at seeing value chains forming, or not forming, or pin-pointing tornado forming events...you get the idea.

Some reports will be more complete than others, some companies will lend themselves to more complete reports than others. What ever comes out of them, lets all remember that our value-added is in the collective discussions that point to a consensus reading, and that the reports themselves are the initial input only.

My concerns may be misplaced, but I don't want these Project Leaders to feel in the least inadequate to their tasks. You are not going to be pounced upon, there will be questions that may send you back to the resources, but I doubt that anyone here will mercilessly put you on the defensive. Relax. Do the best your talents permit, and trust that the thread will take it from where you leave it.

Chaz/Thucydidies
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