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

To: Uncle Frank who wrote (5343)8/24/1999 10:12:00 PM
From: LindyBill  Read Replies (1) | Respond to of 54805
 
In case anybody missed greg's post. The last paragraph is the key.

127.0.0.1:3456/SI/cache.pl?reply-11056130



To: Uncle Frank who wrote (5343)8/24/1999 10:17:00 PM
From: Douglas W. DeVries  Read Replies (2) | Respond to of 54805
 
Uncle Franq:

Kudos to you for the great thread you have started here. I find myself migrating here every evening and there isn't a day that goes by in which I don't learn something. This thread is a great example of what the new "knowledge economy" is all about.

I do not recall any discussion on the thread re: Broadcom.
This stock has simply exploded since its IPO last year and I was wondering what opinions the thread may have on this stock. It's another Gilder special.

Doug



To: Uncle Frank who wrote (5343)8/25/1999 12:12:00 AM
From: Mike Buckley  Read Replies (1) | Respond to of 54805
 
Frank,

Otoh, I have found nothing in the GG that urges diversification.

Ahem. Did you ever notice the huge amount of diversification in the authors' Internet Gorilla Game?

You're right that they encourage consolidation within a sector. However, I don't remember that the authors offered an opinion about total portfolio management, as opposed to sector management.

--Mike Buckley


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