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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Stock Farmer who wrote (54578)	11/3/2003 12:04:35 PM
From: Thomas Mercer-Hursh	Read Replies (1) of 54805

And yet that's what Moore claimed he had done, isn't it? John, in addition to unnecessarily personal attacks ... it is quite a different thing to tell something that you believe their idea is wrong and to tell them they are stupid ... one of the persistent problems on this board has been people either attacking Moore without having read him or attacking Moore without bothering to notice that this board had long since departed from Moore in those same areas. Moore is a very insightful thinker about the issues related to how and why high tech companies grow, fail, and whether their success is limited or huge. At one point someone convinced him that this should have something to do with investing and he took a stab at talking about that ... and now probably wishes he had sat on the idea for a while and thought about it more before putting it out there for everyone to see. Nevertheless, the book does raise interesting implications of his other work for making investment decisions, even though specific individual statements are overly simplistic or even wrong. Forgive the poor guy and stop trying to beat up on him like he was out there today trying to convince everyone that his original revealed word was still the absolute truth. He's not and we're not. That doesn't keep us from having a great deal of respect for his insight and what it provides to us in making our own investment decisions. Even if I were interested primarily in shiny pebbles, I would have a much better idea about what choice I was making based on this context.

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