Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: mariner who wrote (1694)	5/5/1999 2:32:00 PM
From: chaz	Read Replies (1) of 54805

Mariner, I've gone through two reads, and feel the notions expressed apply almost entirely to techs. There are interesting companies elsewhere, and some of them are truly gorillas in their fields. The singular difference, it seems to me, others may differ, is the collection of firms from which a gorilla develops does not seem to exist outside tech. Another is the reward opportunity....much greater in tech, seems to happen with regular frquency, much more so than in other market areas. The essence of the book, to me, is demistification of the "tech gamble" idea. If you know what you're doing, not always sure I do, it's not gambling....even though Unk Frank likes to tell us it's a casino...I think it's more like a toll booth.

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