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

To: Uncle Frank who wrote (5570)	8/28/1999 12:10:00 PM
From: Glenda King	Read Replies (1) \| Respond to of 54805

Uncle, "btw, re LUMM, RMBS, etc -in the glow of our success, do you think we may be drifting from the primary goal of the Gorilla Game - identifying the unique growth stocks that have low downside risk? Getting in too early could defeat that purpose. Sorry, I guess I did get a little carried away. Please be patient with me as I am not a 100% purist gorilla gamer at this time. ps you"ll have to show me again, cause I don"t remember. <ggg>.

To: Uncle Frank who wrote (5570)	8/28/1999 1:47:00 PM
From: chaz	Read Replies (1) \| Respond to of 54805

Uncle Frank: You probably remember a while back, Lindy was reporting "boredom" while being so heavily in the Q. His call on that one was pre-settlement if I recall correctly, but was based on his very strong feeling that Q was going to be "the one." That's about how I feel about RMBS, and while my call may be a bit earlier, relatively speaking, than was Lindy's on Q, the evidence in it's favor as a baby gorilla seems to be screaming at me to buy. I don't see even a hint of a rival, and I see (read about) adoption of their technology in so many places....isn't Q expected to penetrate horizontally as well? Sure seems like the concidence of a lot of similar events. It's not at $10 billion, not by a long shot...so you are very right, doesn't fit the profile. But it seems to fit all the rest of them. LUMM is pure speculation on my part, nothing more. I wouldn't endorse it beyond that, and if anyone else decides to buy based on my lead, they may be the greater fool in the end. One of the smaller companies in the industry that I respect, Molex (no position) is working with them, I presume on an interface. Well, that's how value chains get started. But you are absolutely correct, I'm way, way early here, and as I said in my announcement of the buy, it's not a gorilla game, and it's a wee bit of my stash. Frank, it's your thread, yours, Lindy's, & Mike's really. I will abide by your lead. Aside, I keep referring back again and again to Mike's header link....the breeding grounds post. IMO, the most fertile of those are: Software, Semi's, Fiber, Networks, Wireless, and a subset of Semi, Memory. These are the places where I expect to find my "Red Octobers"....and hopefully they'll be not red, but green. Hey, it's Saturday. I can prattle on as long as I like, right? BTW, that really was a "show me yours" story.

To: Uncle Frank who wrote (5570)	8/29/1999 4:14:00 PM
From: Apollo	Respond to of 54805

Unc: do you think we may be drifting from the primary goal of the Gorilla Game - identifying the unique growth stocks that have low downside risk? Getting in too early could defeat that purpose. Part of the GG is identifying "Gorilla Candidates", which by definition aren't gorillas at the time of investment, but which have crossed a chasm and may be at the bowling alley, or which are issuing "tornado signals". I don't think it is too early to talk about gorilla candidates; investing in them may be too early if one's philosophy is strictly that of investing in known gorillas. Thank you for the kind comments, for all wishing me well while toiling in Bermuda. Stan,