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

To: Mike Buckley who wrote (5369)	8/25/1999 5:26:00 AM
From: Bruce Brown	Respond to of 54805

>>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. Moore knows nothing of portfolios - he doesn't even have one. :-) Sure, someone is managing his money, but not himself. BB