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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Eric L who wrote (23139)4/20/2000 5:46:00 PM
From: alankeister  Read Replies (2) of 54805
 
Moore says (I paraphrase) do not buy potential gorillas in a enabling technologies before the tornado begins.

I think that the general consensus of this thread is that GMST is a potential Gorilla, but that the tornado has not yet begun

Moore warned. I did not heed his advice. I am holding. The tornado is NOT that far away IMO.


It seems like few people, if any, are strict GGers. I ignored the advice too and bought GMST because I think the tornado is certain occur. The same thinking lead me to buy Tivo even though they are less certain to become a gorilla. It is hard to resist the temptation to go boldly forth and commit large sums. I think there is a lot more speculation in the market now than a few years ago. Does this make it harder to make large gains on gorillas? It could easily take a year to make up my losses in GMST and Tivo.

- Alan
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