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

To: chaz who wrote (4263)	7/24/1999 11:14:00 PM
From: mariner	Read Replies (1) \| Respond to of 54805

"I'm rethinking NTAP" Chaz As an NTAP long, your comment intrigues me. Care to share your thoughts?

To: chaz who wrote (4263)	7/25/1999 10:02:00 AM
From: Mike Buckley	Read Replies (3) \| Respond to of 54805

Tornado helps an investor pick out likely winners a little bit earlier, but to do that would require lots of industry reading, of the sort given in the Gorilla. Interesting point, chaz. I've come to the conclusion that investing in high-tech companies involves a lot of reading regardless of the type of company or stage of product adoption. The one and only exception to that might be Microsoft, but we still need another couple of decades to prove that. Gorilla Game shows us what happens when an established gorilla hits the brick wall caused by a competing, innovative technology that dispaces the technology that made the gorilla. It isn't a pretty sight. My point is that there is a lot of danger in investing in established gorillas and especially kings without doing a lot of reading to keep abreast of the various technologies being adopted. I'm sure you remember that the authors of Gorilla Game list the amount of time required to invest, depending on the type of investment process used. For those of us not in high-tech careers, I think the required amount of time is hugely underestimated. It's one thing to read the articles and news items, but for me that's not enough. It's the daily online discussions that bring the importance of the innuendo and ramifications in the articles to light. Just my opinion from a very non-tech point of view. --Mike Buckley