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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (34605)11/12/2000 3:13:39 PM
From: Thomas Mercer-Hursh  Read Replies (1) of 54805
 
The reaction all comes down to context--whether somebody is part of your group or not. Those who try not to belong to a particular group or think outside the box are usually villified

An interesting notion, but certainly not one that I find supported by the actual history of the thread. There is considerable diversity of opinion among thread regulars, diversity which is not only tolerated but enjoyed and encouraged. When new voices present new ideas, those ideas are received with interest or not largely on their relevance to the theme of the thread and/or the politeness with which they are presented. The only ones "attacked" are those who persist in consuming bandwidth with perspectives that are inappropriate for the thread, e.g., very short term strategies, or who fail to remain polite and respectful of others.

My own reaction to your claim of your gains since April 99 was primarily to think that it really doesn't tell us what your approach will do long term. Lots of folks have had their good stretches, but few manage to continue at that sort of pace. As to the tone, I find quite a difference between LindyBill's "gosh, look what I did despite all the mistakes I made" approach and yours which certainly did seem to suggest that we should be paying attention to what you say because of your success.

As for the Cisco numbers, if you think there are interesting issues revealed in those measures you cited, please present them. We are not above having a lively discussion of such things as illustrated by the recent exchange on pooling of assets. But, there are just too many things to learn out there for me to feel terribly motivated to look in to Cisco's DSO, for example, merely because someone has wondered why people don't seem to care about it without having given us any real clue about what the interest might be.
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