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: Uncle Frank who started this subject	10/1/2001 1:10:39 AM
From: paul_philp	Read Replies (2) of 54805

From Geoff Moore on the listserv tonight, Gang, For what it is worth, here is my take on gglist going forward. We are still all individual investors who need to provide for our families. At the present time, it is undoubtably safer to be in cash equivalents or bond funds than in the market. Moreover, in the market, the forces that drive gorilla game outcomes have been temporarily dwarfed by macro-economic forces that render them impotent. Thus is a sector downturn even a gorilla gets trounced. This is leading investors to "forget" the gorilla game entirely. And that, actually, is good news -- or rather, will be good news -- for gorilla game investors when the cycle turns back the other way. In the meantime, I think it is worth discussing the macro economic trends so that we can all get a better handle on what they are, how they might impact the tech sector, and when they might subside sufficiently to let the gorilla game rebegin. Best to all in these trying times, Geoff

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next