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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (32473)	9/27/2000 11:41:21 PM
From: gdichaz	Read Replies (1) of 54805

Mike: The problem of trying to find quantitative proxies for what is key - quality - remains. The rear view mirror is not too useful for looking ahead. Quantitative measures are not too useful if the lag is great or even if the metrics are difficult to evaluate - such as revenues for Qualcomm which are useless as such. Once a long time ago I happened to be in charge of a major exercise to find quantitative measures for quality. In brief, it failed. This does not imply hopelessness, but it does suggest caution. Plain ole stuff such as depth of knowledge, analysis, and thinking proved to be superior as a means of judging quality. Sad for those who loved math as a "science" and particularly for those who thought there was such a thing as political science, but perhaps there is a place for art and/or fuzziness (sort of). The great opportunity that the network exercise offers is to try to find real proxies for quality. I hope that will work. Best. Cha2

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