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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Thomas Mercer-Hursh who wrote (44959)7/26/2001 3:40:10 PM
From: Mike Buckley  Read Replies (1) of 54805
 
Thomas,

Don't we need to know those things?

Some of those things, yes. But I think you do a better job of making my case than I do. Of the 12 sample questions you posed, I believe only 2 of them had to do with understanding the competition's product.

I hope you will agree, though, that the better your understanding of the actual technology, the more confident and well informed your position would be.

No, I don't necessarily agree. Without the context of how markets develop, I think the understanding of the technology ranges anywhere from being relatively useless to potentially harmful. I agree that the person who can combine the knowlesge of markets with the technological knowledge of products has the ideal edge. But given the choice of having just one base of knowledge, as an investor I'd much rather have the knowledge of how markets develop than the knowledge of the various competitors' products.

--Mike Buckley
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