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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Bruce Brown who wrote (39296)2/15/2001 11:43:52 AM
From: Mike Buckley  Read Replies (1) of 54805
 
Bruce,

You make some really good points about Moore's comments in the context of generalities about explanations in the book as to some of the reason the market takes the shape it does. However, even if we accept those generalities in that context, we need to remember that the only reason he mentions them in the book is because they should be percieved as relatively short-term aberrations in the life of a Gorilla Gaming stock that are far less important than product-specific and company-specific fundamentals. If his intent was to put his comments in that context, he didn't.

Moreover, I'd like to clarify that I responded only to his points about timing the market. The fact that he believes the sector hasn't yet bottomed and that he believes he knows what the benchmark of that bottom is and that he also believes that it hasn't achieved that benchmark is the stuff that I don't remember being discussed anywhere in the book. Just the opposite, those are the things that he specifically says are not what Gorilla Gaming is about (pages 17 - 19). What disturbs me is that he thinks it's so important to make his market-timing comments in the listserv that he believes he is repeating them.

--Mike Buckley
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