Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Judith Williams who wrote (43340)	6/9/2001 7:12:59 AM
From: Seeker of Truth	Read Replies (1) of 54805

I'm not sure that Vilar's recommendations should be paid any attention to at all. It strikes me that his forte is talking, i.e. eloquence. Some of his past enthusiasms, e.g. for Ariba, could cost people plenty of money if they were persuaded to invest. It stands to reason that there is no tech guru of the stature of non-tech guru Warren Buffett. The reason is that you have to know the technology inside out to give a good judgement and who in the world can master all of photonics, genomics, object-oriented programming, gallium-arsenide semis etc. etc. So word from a recognized specialist is valuable but the words from a talker, such as, but not limited to, Vilar take up the band widths into our minds. So I think.

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