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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Tom Chwojko-Frank who wrote (29208)8/1/2000 7:43:37 PM
From: gdichaz  Read Replies (3) of 54805
 
Touche'. Well put. I should have known that any clear, direct and simple idea would have a major exception. You have it.

A comment if I may. Like LindyBill, I do not think Intel meets the gorilla test. Intel is a king - a strong king - but a king. Intel has no "lock" - not using IPR at least. Again, just IMO and not at all the view here - my drummer is a different drummer and the music I hear is not that of at least a few (chuckle) of the "elders" (in time of entry) on this thread - to put it mildly.

Yet I think there are major strengths in Geof Moore's ideas and writings, and his advice (second perhaps to that of the Motley Fool at its best or Peter Lynch as his best) is a guide which is very very valuable.

And to me, this thread is the best there is on SI.

My only point, poorly stated as it was, was to suggest to tekboy, who seems to love to go to the "far side" now and then, that he "cool it" in selling what is best to "diversify" - which IMO is the worst possible option.

As I said, been there, done that. Letting the strong companies "run" in adversity or not is the way to high rewards - diversification is dillution of rewards - again if you chose well up front - the sine qua non.

Best.

Cha2
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