SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Gorilla and King Portfolio Candidates

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Boplicity who wrote (20787)3/20/2000 10:58:00 AM
From: chaz  Read Replies (1) of 54805
 
Greg, I'm going to step in here and offer you some positive feedback, and if you'll really listen to me, some constructive suggestions.

As much as anyone around here, I'm vitally interested in the thread's future. And as much as anyone, I'm looking for the next gorilla wave. That's why, very early this year, I began to put together what we now call Project HUNT. We got company nominations from the thread, sought volunteers to investigate the individiual companies, and have received some really fine reports....see post 18187 for the list.

Those were presented to the thread in terms we all grasp. We read them, we discuss them, one of them has moved to the W&W list. Certainly, the list of HUNT companies is short. There are many, many other firms that we ought to be looking at.

You may have the midas touch in spotting them...spotting them early. That you're telling us is great, and there are surely a few who have latched onto one or more of them.

What I think the thread is objecting to is that your stuff comes across as spam...not that it is...that's just how it seems. Example, DS just asked you what the BTE on ORCL is as a B2B company...your reply didn't answer him...you just hammered again on your belief. IOW, for all you know and grasp about ORCL, and for all you believe will be the case, we have nothing from you to support it.

If you were presenting these companies to us in our terms, your impact, and effect, would be vastly different. When we were all really new here, Uncle Frank was pounding this drum...please present any company you wish, but do so in our terms. You weren't around then, so you missed all those urgings. But for the most of us, that's still vitally important to our understanding...and it does apply to your recent efforts here.

Frankly, I am split about this. For the approach you've taken with us thus far, you do belong on a different thread.
But change the approach, and you'll fit here perfectly well. May I suggest you check out the HUNT reports, and follow by laying out of of your favorites in similar format.

Chaz/Thucydidies
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext