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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Michael Kucera who wrote (20304)	3/16/2000 10:30:00 AM
From: DownSouth	Read Replies (2) of 54805

Michael, your comment about the timing of this article is an interesting one. Those of us who follow Voltaire's rants see a pattern here that supports your contention, but I won't go into that. Another thing this author completely ignores or is ignorant of is "The Innovators' Dilemma". Companies like Polaroid and IBM are not examples of overvaluations that fell. They are examples of discontinuous innovations disrupting a company's product popularity and depressing margins. Many of us here are becoming smart enough about this phenomenon to respond appropriately as investors. The G/K concept also helps us with the dangers of overvaluations or falling in love with a stock--eh, Dellheads?

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