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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Yamakita who wrote (31294)9/9/2000 12:04:31 AM
From: tekboy  Read Replies (1) of 54805
 
all true, but--

something of a hatchet job, IMHO. How can one tell? Well, note the space accorded this:

"On message boards at Silicon Investor and the Motley Fool, serious GGers attempt to apply the principles of the book to their own technology investments with a zealous rigor, debating whether or not a company is an alpha-male gorilla or merely a king--a decent company with a lead on the competition."

and this:

"Some Gorilla Gamers are indulging in the same oversimplification, labeling any company with a vaguely appealing idea--or a zooming stock price--the next king of the jungle. In late February, for example, one excitable regular on the Silicon Investor boards started a discussion group devoted to Ventro, which he called a "B2B Gorilla in the Making." This up-and-comer quickly devolved into a came-and-wenter. It peaked soon after the discussion thread began and then lost some 95% of its value in a matter of a few months. Another company I've seen tagged a gorilla is Xcelera. The stock spiked after technology guru George Gilder praised its Internet caching products. It's now down 32% this year."

Gee, wonder what massive tomfoolery balances out 30,000+ posts of lucid brilliance and wit? well, take a look:

Subject 33572

tekboy/Ares@hell,mythreadislongerthanthatone,andnoonewritesaboutme.com
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