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Technology Stocks : Gorilla Game

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To: LindyBill who wrote (316)	11/9/1998 7:35:00 PM
From: Mike Buckley	of 387

Frank and Shane, In the spirit of full disclosure, LindyBill is my agent. :) Seriously, I don't consider ERP a specialty though I do focus on it because of my fascination with the strongly related front office sector. Lindy is correct that I own Siebel shares that I bought at what I thought was an outrageous price using traditional valuations. I wouldn't have bought at those prices were it not for the influence of gorilla-game thinking. More recently I bought Remedy as a traditional value play, though I expect that to be much more short term than my Siebel investment. Shane, thanks for taking the time to make such an eloquent clarification of your thoughts. Frank, though you and Lindy have done much better with the gorillas and kings, that's been on a very short-term basis. I think one of the reasons your story stocks and other gorilla wannabes have done relatively poorly is because the Russell 2000 small-cap index has also done poorly. I began investing in small caps in 1995. Since then, the Russell 2000 has gone up at an average annual rate of 13%, almost exactly half the rate of the S&P 500. It's simply been a bad time for small caps of almost all varieties. --Mike Buckley

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