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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Thomas Mercer-Hursh who wrote (52470)8/13/2002 12:54:12 PM
From: TigerPaw  Read Replies (2) of 54805
 
this back to Gorillas
I'll sumarize why I thought this was relevant.

- There has been enough market decline to erase purely bubble aspects of the economy. If growth industries are not ready to take off (and this is the breeding ground for Gorillas and Kings) it indicates that the commercial environment is not conducive for growth.

- Interest rate cuts are not the answer to improving the environment. Witness Japan. Especially if the federal government increases it's competition in the borrowing arena.

- Getting back to what worked means renewing the partnership where the federal government took an active role in technology as first customer and arbitrator. Without an environment amenable to growth, Gorillas and Kings lose their advantage, low cost and not intellectual property becomes the lever.

- Gorillas could become an endangered species.
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