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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: A.L. Reagan who wrote (40224)	3/10/2001 9:25:15 PM
From: Mike Buckley	Read Replies (1) of 54805

A. L., To the extent the field manual authors led readers to believe that the rules were radically different because it was "tech" or "the new economy" they did a gross disservice. I believe they help us focus on the issues of high-tech that are especially conducive to the issues about competitive advantage and the like that Buffet admires. I can't think of an example in the manual suggesting that any of the investing rules have changed. If you can, please cite the page number so I can look at your examples in context. Thanks! --Mike Buckley

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