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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: mariner who wrote (40171)3/10/2001 2:20:47 AM
From: Uncle Frank  Read Replies (2) of 54805
 
Welcome back to home port, mariner. It's good to have you posting here again.

The article you post shares a common theme with others I've seen recently, and shares common misconceptions. Mr. Quon's lead-in is based on his erroneous perception that Yahoo is a Gorilla, and the depth of his research is demonstrated by his comment that the Gorilla Game was "a 1997 best-seller", when it wasn't copyrighted until 1998. As well his prediction that "Cisco must now deal with low double-digit growth (10-15%)", a figure he most likely transposed from the pc sector, shows a serious lack of understanding of the infrastructure sector. But his biggest mistake is overlooking the fact that the GG is a long term strategy, and that attempting to judge its merit by measuring from the peak to the bottom of a one year bear cycle is unreasonable.

I'm sure we'll see many more like it, at least until the nasdaq starts its recovery.

>> some of his comments regarding valuation might be worthy of reconsideration in the context of gorilla gaming in the future.

We've been trying, mariner, but so far we've only been able to identify peaks and bottoms in the rear view mirror, which isn't very useful. I'm still waiting for someone to propose a metric that will pass scrutiny.

uf
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