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

To: Mike Buckley who wrote (4269)	7/25/1999 10:29:00 AM
From: Apollo	Respond to of 54805

Mike & Thread: 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. Boy, ain't that right. I could spend the whole day doing DD on these companies, especially since I am a non-techie. Again, the value of this thread is reinforced, and again, Uncle Frank deserves credit. Stan

To: Mike Buckley who wrote (4269)	7/25/1999 3:11:00 PM
From: chaz	Read Replies (3) \| Respond to of 54805

Reading is an essential ingredient. Comes easy to me. Back in J-School, we were required to read five daily newspapers from five metro area daily, partly to learn how papers differed, partly to see how stories were differently treated, partly to "stay informed" on current events. Can you imagine three years of that. To this day I still do it. In my magazine career, about as competitive as you can get I think, I read my own property and each of my competitors cover to cover for the same reasons...it just so happened that 15 years of that career was in high tech and I got hooked. For someone outside the industry, it would be daunting, as I gather you have found. For an investor, there's not just the tech press, there's the financial press as well (though I confess I spend little time there, preferring as do you, discussions like this instead). I've finished the Tornado...230 pages and I just got it yesterday. As I said earlier, for me, it read like a thriller. That guy Moore has really got a handle on this stuff. I felt, while reading, that he was talking to ME! One thing sure, I didn't get it all the first time through. A month, a week, or two from now, I'll be reading it again.

To: Mike Buckley who wrote (4269)	7/25/1999 5:20:00 PM
From: gdichaz	Read Replies (1) \| Respond to of 54805

Mike: Right on. Assume that is the reason you try to keep on top of the front office as a core area and invest in others outside such as the Q rarely as targets of opportunity. Is this fair? In my case, I have found as a non techie I can only really dig deep enough to feel I fully understand the fundamentals and then keep up in one major area at a time. For me this was once semiconductors, then computer software, then networking, and now telecom equip with emphasis on wireless and fiber. Don't go outside except for SFE. (Just could stand missing intellectual challenge of the internuts). And even though I am now fully retired, the time all this takes is horrendous. But, thankfully, profitable. Concentration on a area makes investing more practical IMO. Can learn, digest, analyze, think, and act more easily. And sleep better at night because of some confidence you know your area and its priorities pretty well. Best. Cha2