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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (20446)3/17/2000 12:24:00 PM
From: rel4490  Read Replies (1) of 54805
 
Mike, your response to:
"I'm glad that we don't have to decide yet whether JDSU is in fact a Gorilla or King. "was

" I think it is prudent for each of us to come to our best opinion about the status of a company's product before making a decision to invest....But at the time we invest we really should be certain of the Gorilla Gaming reasons we are investing."

See page 232 of the FM:

" We always assume that a gorilla game investor will not be able to distinguish between kings and gorillas at the time of purchase and will indiscriminately buy candidates for either position."

"
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