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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: jhg_in_kc who wrote (26776)	6/25/2000 3:10:00 AM
From: Bruce Brown	Read Replies (3) of 54805

RE: TMFPanic's article on Rambus at the Fool... Just a quick point of reference. The article was written by TMFPanic (Brian Graney) who is a news reporter for the Fool. If you would want to discuss Rule Breakers and their attributes, the two specialists and portfolio managers for that style of investing are David Gardner and TMFJeff (Jeff Fischer). Jeff comes from an investment banking background while Brian comes from a news reporting background. I just thought I should make that clarification. I would also suggest that using Rule Breaker criteria on any company in the memory sector might not be the most appropriate criteria to use - although the exercise never hurts as a tool in one's arsenal to evaluate. I remember well the exercise of applying the criteria of hundreds of companies during the Rule Breaker seminar in the past year. An amazing amount of high technology companies were run through the criteria with most of us trying to make it fit the criteria and trying to make it work out for the plus side. Where a godzilla game candidate, or a groundbreaking biotechnology company might meet the criteria on a more consistent level. Current Rule Breakers: Amgen Celera America Online Amazon Starbucks eBay Excite@Home Knowing the gorilla game criteria (forget about the godzilla game at the moment) that we know, you see that the current stocks in the portfolio have little to do with the gorilla game. It has a lot to do with the godzilla game though. Currently, the Rule Breaker gang is going through the process of trying to evaluate the companies in the Fuel Cell Industry as well as the B2B Segment for possible addition to the portfolio. The area of B2B that interests me as a gorilla gamer seems to have been passed over already in a vote we took on the Fool's message boards. Whereas I prefer the picks and shovels that enable B2B in the client/server and zero install client enterprise application segment, the Rule Breaker criteria seems to have targeted finding the 'gold' in other areas instead. Nothing has been decided yet, but it has been interesting to be a part of the discussion process looking through the eyes of gorilla gaming criteria vs. Rule Breaker criteria and what the outcome will be for a choice of stock. Regardless, the point of my post was that the Rambus story was run by reporter at the Fool, rather than one tied to Rule Breaker criteria. BB

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