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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Mike Buckley who wrote (3539)	7/8/1999 1:53:00 AM
From: Uncle Frank	Read Replies (2) \| Respond to of 54805

We came at Ranier's post from different angles, Mike. For starters I thought Ranier was asking me to start another thread, and I decided to recruit him to do the work instead <g>. His resume shows he's a market pro, and you know how I love to get smart people doing the hard work for me. Who would object to the money so many made in Dell, the King of Kings? Imo, Dell has never been more than a PWA. But that didn't stop a whole bunch of dellheads from becoming dellionaires. I just wasn't one of them :-(. gorillas, kings and, yep, shiny pebbles. Mike, my attitude about shiny pebbles has been understood. They can be great investments, and, in fact, I bought one yesterday, rnwk. Sometimes they turn into G&K's, but mostly you have to time them, and that's their biggest drawback. As a hard core G&K <Silverback Division> investor, I keep SPs to a small portion of my portfolio, a few percent at most. I wish I could con someone into managing an espee portfolio for the thread. Then we'd have a way to track the great small cap recommendations that were refused admission to the GKI or W&W portfolios. Frank

To: Mike Buckley who wrote (3539)	7/8/1999 3:54:00 AM
From: LindyBill	Respond to of 54805

I agree with Mike. We have a good thing going here. If we splinter too much, we will lose too many people, IMO.

To: Mike Buckley who wrote (3539)	7/10/1999 2:41:00 AM
From: HeyRainier	Read Replies (2) \| Respond to of 54805

Mike, Thank you for your well thought-out response to my inquiry. I do agree that this thread has become a success, and it owes its success to the diverse group of opinions and relatively limitless topic boundaries. However, it does seem that conversation tends to focus less on the emerging technologies that have become adopted in the marketplace, those in the Bowling Alley/Tornado phase, and more on the technical merits of individual issues. The current focus seems to lean more on a bottom-up perspective rather than a top-down perspective, which is the balancing ingredient necessary for successful Gorilla Game investing. Instead of picking through numerous posts to find one that focuses on a particular emerging technology, I don't believe it would hurt to introduce a more focused discussion that effectively filters for them--by establishing its own thread. Therefore, I don't believe it constitutes "messing with success," but rather, is a means of enhancing the success of the thread as well as the portfolio. This point is also meant to address LindyBill's concerns about the possibility of splintering the group and losing too many people. On the contrary, I believe the contribution of ideas that introduce and help explain the emerging technologies would boost interest and attendance. While one thread focuses on the emerging technologies and/or sectors, the other one, as always, can focus on the portfolio candidates being considered for inclusion or exclusion, or something to that effect. A link will be provided at the outset to make clear that a companion thread exists for related-traffic purposes. <<...I think we'd be making a mistake to focus exclusively on the tornado...>> Your point is a valid one. Moore does mention that most technologies fall under the applications category. Therefore, to address your concern, how about expanding the focus to include Bowling Alleys and Tornados? If such a thread were to develop, your contribution would most certainly be appreciated. You have been named "King of Gorilla-speak," have experience in the very topic we are trying to muster support for, and have been mentioned by others as one who would be able to provide valuable contributions to the subject. IMO, it's hard to find one more qualified to ask for support. --Rainier