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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: paul_philp who wrote (52506)8/19/2002 3:45:12 AM
From: chaz  Read Replies (1) of 54805
 
Paul:

Allow me of belatedly compliment you on the original thinking that you put into "The Mother of All Chasms" piece. I did wonder after reading it a second and third time (slow learner) when these thoughts began occurring to you and wonder if you'd like to give us that background.

Some years back, there was discussion here about our "seeing" into the future, and as I recall, it was largely technology oriented, rather than economic as your piece seems to be. Given the leap-frog nature of the technology industries, I found it very hard to give a high level of credence to any of it.

So something got you started, and that's what I'd like to know more about. That, and how do we get down to practical things and identify the companies that will pick up the "wealth creating capacity of the economy" and run with it.

Chaz
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