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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Mark[ox5] who wrote (283)2/21/1999 9:42:00 PM
From: Uncle Frank  Read Replies (1) of 54805
 
>>Hope this helps ;) and doesnt confuse....

I'm usually confused, Mark, so don't feel responsible <g>.

You are right; by recent admission standards, Broadcom and Network Appliance don't belong in the G&K Index. They slipped in before the metrics were established, due to extensive discussions on them by the first few members of the thread. As soon as someone steps up and creates an Emerging Internet portfolio, I'll put them in the proper category. Until then, I consider them grandfathered.

The G&K Index is indeed a mixture of Gorillas, Kings, and lesser creatures. So far the only criteria to be added is:

1. They be nominated.
2. The person nominating provides the 1/4/99 closing price.
3. The nonimator convinces me the stock belongs in the Index (since I maintain the portfolio).

>>I DO understand the "Gorilla" concept, but since I have not read the book, I am not sure what makes a company a King... vs making it a Prince with an Attitude

Are you SURE you understand what makes a Gorilla? Even Geoffrey Moore seems to waffle on this issue. Since you have been honest enough to admit you haven't read the book, don't think me cruel when I urge you and others who haven't done so to RTFM, please! Debating categories isn't the intent of this thread, and it will help so much if we are all speaking the same language. I am currently re-reading the Gorilla Game for the 3rd time just so I can answer posts like yours.

Frank
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