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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Stock Farmer who wrote (48100)	10/22/2001 12:40:55 AM
From: Apollo	Read Replies (1) of 54805

Great posts over the past few days, especially by Don Mosher, and also by John Shannon, and by Century Man..... Can we identify Gorillas early enough? So far, this thread hasn't had too spectacular a track record. Individuals perhaps. But the thread as a collective has not. No fair! Gorillas have to tornado in sales of their product or service. To do so, clients have to purchase the product or service. The years 2000 & 2001 have been dreadful years for technology purchases, and our Tech portfolios reflect the impact on our equities' earnings over the past 1 3/4 years. The thread successfully identified Qualcomm and Siebel before the General Market did. We've identified a number of gorilla candidates, and are watching them very closely. Macroeconomic collapse has suspended any chance for young gorillas to emerge at this particular point in time. The time to determine whether the thread has been closely watching the Wrong gorilla candidates, or doesn't have a good track record, is when the macroeconomics are favorable, and allow quality companies with great products a chance to open up and really run. That's when the thoroughbreds will show their stuff. Right now, even the Triple Crown winners are stuck in the muck, and still at the gate. Apollo, (not Thucydides) <vbg>

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