Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: ggamer who wrote (52208)	7/19/2002 1:11:50 PM
From: Mike Buckley	Read Replies (1) of 54805

ggamer, By the time you guys finish analyzing free cash flow, it will be the end of capitalism in the US. Your point is? I want Mike to answer the following questions if possible: 1) Is Gorilla Gaming still intact? Until I see that high-tech markets no longer evolve as described in the book and for the reasons described in the book, I believe Gorilla Gaming is still intact. I believe results of the ongoing business contraction will eventually provide further evidence that gorilla gaming is still intact. 2) Who are today and tomorrow's pure gorillas: INTC MSFT CSCO QCOM SEBL I don't want to name specific names because there is understandable debate about that that will take about as long to resolve as the discussion about free cash flow. 3) Mike: have you bought any stocks lately? The only addition I've made to my portfolio in the last couple of years is that I made the mistake of adding to my Gemstar position on April 3 at a price that is about 100% higher than the current price. That was before the fateful ITC ruling that went against Gemstar. Why do you ask? --Mike Buckley

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