Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (21918)	3/31/2000 6:42:00 PM
From: gdichaz	Read Replies (1) of 54805

Mike: Tinker is experimenting and has explained that. He is testing GG concepts. For reasons that have nothing to do with GG and everything to do with politics, I think any investment in the medical area is dangerous and risky because I see the safety and long run viability of a gorilla as particularly vulnerable. The government may cage, wound or starve the gorilla. Not for me as I have said. On the other hand, Qualcomm itself was a new area, brand new and not covered by the original book, since the authors were talking about the area they knew - computers and related software. Telecom itself was an extension of GG - an experiment in applying GG principles. Gilder's telecosm also branches out beyond the narrow origins of the original GG book. Suggest that experimentation and testing GG concepts is a good idea without arbitrary off limits signs posted. Best. Cha2

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