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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (22293)	4/5/2000 11:47:00 AM
From: Bruce Brown	Read Replies (1) of 54805

RE: Valuation... Mike wrote: The one reaction to the manual I've never bought is the idea that since Gorillas have always been undervalued by the market, they'll never get overvalued. The extension of that thought is that any time is a good time to buy a Gorilla. My manual is on the shelf in the next room and I'm too lazy to strut down there to pick it up. However, didn't the authors make those comments in the context of a 'normal market'? Those of us who have been investing for a number of years might consider the move from the autumn of 1998 to a couple of weeks ago as a little bit outside of a 'normal market' - regardless of how much fun it was to watch the $$$$ increase. As the late, great artist Friedrich Hundertwasser said, "a straight line is godless....". The curved lines provide more thought, reflection and balance in life. So I'm optimistic that a little curve in all of our portfolio lines will be beneficial a few years from now. Perhaps the curve will, with time, connect the dots with the comments about the gorillas always being 'undervalued' by the market. Certainly i2 and Siebel recently and Qualcomm earlier this year have experienced more curve than the mature gorillas like Oracle, Cisco, Intel and Microsoft. BB

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