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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: DownSouth who wrote (26337)6/14/2000 11:23:00 AM
From: gdichaz  Read Replies (1) of 54805
 
DownSouth: Chuckle. Said I would quit for now but your comment calls for one from me.

I very much appreciate your helping me, and by extension, those who are willing to learn here, about the setting, the industry, or the technology - whatever language people might wish to use for understanding the broad area within which a gorilla, king or wanabee operates.

To me this is just simple prudence.

If it means stretching out a bit in unfamiliar territory, so be it.

As you know, and I have said in boring repetition, the time spent in understanding the technology is well spent - in fact in my opinion essential.

Then finding the company to invest in within that setting, industry, area or technology follows.

But that is just an approach I use.

So, thanks again.

Best.
Cha2
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