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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Mike Buckley who wrote (45775)8/23/2001 12:39:46 AM
From: Thomas Mercer-Hursh  Read Replies (2) of 54805
 
I don't remember anyone saying there is a proven gorilla.

... few private investors will be able to distinguish between a gorilla game and a royalty game at the early stages of the game. In that context, saying it's not a proven gorilla game isn't saying much in my mind.

It shouldn't be, but don't you feel that BEA is being offered as a tentative gorilla ... not even just as a candidate for inclusion in a basket, but as the presumed winner?

My whole point here isn't pro or anti BEAS or anyone else, just my skepticism that we have any clarity that a probable gorilla game is even under way. No gorilla game, no basket, no gorilla. I wouldn't keep re-iterating this point except for the enthusiasm of other posters who seem anxious to not only declare a gorilla game, but to anoint the winner at a time when I think the best we have is a shapely snowball.
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