Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (47108)	9/25/2001 2:02:49 PM
From: Uncle Frank	Read Replies (1) of 54805

>> I believe the context of my two-sentence thought was very clear in that gorilla gaming minimizes risk insofar as product adoption is concerned. Why rely on two sentences when one will do? Mucho responded to a truncated portion of your sentence, That's because Gorilla Gamers use a process that minimizes risk... which left out the qualifier, ...by waiting for the product adoption to show itself. It was apparent that he was using that device to emphasize his oft repeated point that Gorillas can (and indeed have, in recent times) be over-valued. But since I am of the opinion that high rate of adoption and resistance to displacement are critical factors when selecting core positions, I am not dissuaded from my belief that Gorillas, in the strict sense that Dr. Moore has defined them, are superior to any other tech investment when considered for long term holding periods. jmho, uf

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