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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: John Lacelle who wrote (39159)	2/11/2001 8:31:54 PM
From: Mike Buckley	Read Replies (1) of 54805

John, I had my heart ripped out and displayed to me by IOM a few years ago. I was thinking that they would be gorilla. Interesting. That was one of my best investments. Made tons of money. But the manual wasn't written until much of the Iomega story had already played out. While reading the manual the first time, I was thinking about Iomega. My stance was that the manual was doing a great job of telling us that Iomega had a very scarce chance of becoming a Gorilla and that the most likely possibility (at the time) was in its Clik! technology. Now, my feeling is that there's very, very little chance that Clik! will become a standard. Heck, it's gotta cross the chasm first. I do enjoy seeing some of these arrogant analyists get destroyed. You seem to be equating the authors with those "arrogant analysts." If that's your position, we disagree entirely. Regardless, enjoying seeing anyone become destroyed isn't my cup of tea. Too much "lemming" effect in the market these days. Maybe you should hold the lemmings more responsible for jumping off the cliffs instead of just the people who are leading them. --Mike Buckley

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