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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: tinkershaw who wrote (21878)3/31/2000 6:22:00 PM
From: Mike Buckley  Read Replies (2) of 54805
 
Tinker,

So I guess I don't see the incomprehensibility of it. It is about as incomprehensible as buying a basket of Internet stocks in 1998 by applying G&K as best as you can.

That's exactly my point. Using Gorilla Gaming methods to buy stocks that aren't playing gorilla games, such as the Internutz, is completely incomprehensible to me. It's not too different from using methods devised for handicapping horses when it's cars that are on the race track.

I also never intended to imply that it [MEDX and AGBX]was of comparable risk to Qualcomm.

Maybe not, but please go back and read that post from the point of view of someone not knowing what is going on in your mind. After you've done that, publicly tell me the conclusions I came to about what you meant were implausibly drawn and I'll publicly apologize.

--Mike Buckley
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