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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: tero kuittinen who wrote (19879)	3/12/2000 11:43:00 AM
From: Mike Buckley	Read Replies (1) of 54805

Thread, I'd like to respond to Tero's cogent post #19882. I'm responding to the thread because Tero wrote that he doesn't want to post again here. My thanks goes to him for couching the important issues in his post in context of Gorilla Gaming. When he mentions that Nokia hasn't been discussed in that context, I believe him to be very wrong about that. I believe it was discussed long ago many times. Most people concluded that for most markets it is in, Nokia is playing a royalty game. Even so, if there are some Gorilla Games being played by Nokia as Tero adroitly suggests, Nokia is not nearly as pure an investment play in Gorilla Gaming as I would want my investments to be. As he acknowledged, even in his opinion Nokia doesn't have the characteristics of Softie, Cisco or Intel. I believe Qualcomm does and that is why my investment dollars are in Qualcomm, not Nokia. Tero wrote: I can't answer 14 posts without being accused of intruding the thread. And now when I leave I'm guilty of evasion. It's a perfect trap. That perspective borders on paranoia in my opinion. Lots of people have written many more than 14 dissenting posts around here, each of them welcomed. The case in point is that I and others embracce Tero's post #19882 because it presents an opinion and the basis for it, all in context of Gorilla Gaming. With more posts like that I would encourage him to change his mind and continue posting here. Moreover - I can't really go as far into mud as people who use pseudonyms can, since I'm writing under my own name. So the slur contest is one I'm going to lose every time. It may be just my perspective but I haven't seen any slur contests going on. And I have never, ever written a post in any forum in cyberspace without using my real name at the end and the closest thing I can get to it in my screen name. Even so, I am not the slightest bit concerned about the use of screen names by others that don't divulge real names. 'Nuff said. --Mike Buckley

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