Gorilla and King Portfolio Candidates Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Gorilla and King Portfolio Candidates

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: tinkershaw who wrote (45084)	8/1/2001 10:05:38 PM
From: Mike Buckley	Read Replies (2) of 54805

Tinker, I had forgotten about the Oracle case study and want to thank you for reminding me of it. I haven't read it yet, but I wonder about the following: However, [Moore] did cover the steps to take during a normal recessionary environment. If Oracle is to be the guide, even through such catastrophees, the gorilla rewards the long-term investor handsomely. My concern is that his impression about that is written in two versions of the manual, both of which also said that gorillas are always undervalued. That doesn't reconcile with his most recent statement that despite the current downturn in the performance of high tech companies, he thinks cash is the better investment for the time being. It appears that he has changed his mind about valuations at least somewhat, in which case he might put the Oracle case study in different light in the upcoming version. --Mike Buckley

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next