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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Boplicity who wrote (20630)	3/18/2000 8:50:00 PM
From: lurqer	Read Replies (1) of 54805

Since I play several games, as a GG acolyte, I'm at best a "backslider". My adoption of GG was pragmatic. In a LTB&H context, it crystallized concepts that I had only dimly perceived. The biggest change that I've noticed has occurred on recent dips. Like many, I keep a list of prospects. On the January dips and the one this last week, I go down the list. The FM has had a profound influence on what I've discarded from that list. At this juncture, I continue to believe the FM has significantly improved my selection abilities. While I understand what you are saying, I hope you don't mind if I reserve judgement on your "new paradigm". It will be interesting to review this conversation at the end of the year, for I believe Mr. Market may have a few surprises for the "latest great new thing" approach sometime in 2000. We both agree that alertness for new technologies is very important. The difference is when do you pony up. As always good luck. lurking... lurqer

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