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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: chaz who wrote (2132)	5/23/1999 2:20:00 AM
From: chaz	Read Replies (3) of 54805

More on the Red Herring list: Included is E-Toy...about which I have dubious forecasts. Toy companies today sell largely through Wal-Mart, ToysRUs, Target...etc. and for toy manufacturers to offer their products through E-Toy would tend to muck up those relationships. E-Toy will make some sales, but not with big-name, high demand toys...at least not as the market is structured now. The list also includes the boxmakers...which we here have largely decided are not the rosy paths to the future that they once were. Makes me wonder about some of the other unknown (to me) names on the list. Lindy: Thanks for running your losers by us. I hope that during the period you've reported that you also had some winners to offset those setbacks. One remark puzzled me...regarding Intuit...good product, bad company. How did you reach that conclusion? Obviously you did so after your purchase. Were there signals you might have foreseen before buying the stock, and what were they? I had a similar experience in the disc drive market...getting in when the market was crossing the chasm....and every bet I made failed. It took the book to help me understand why that had happened back then.

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