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

To: chaz who wrote (7091)	9/26/1999 9:33:00 PM
From: Uncle Frank	Respond to of 54805

>> We have a sense of group purpose thus our individual remarks are meant to truly inform those who will see them, which is all of us. Great comments from a long time contributor to G&K. Thanks, Chaz. To embellish on your point, we have group purpose, but have carefully avoided group think. That is amazing. uf

To: chaz who wrote (7091)	9/26/1999 9:43:00 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

There have been some truly awe-inspiring posts about the sense of communal purpose we've got going here. And to think it's all about a darned casino! :) I expect to be in need of additional pockets. I wonder, how many are there in Lindy's baggy suit? Chaz, of all his dance pictures showing someone upside down, it's always his partner. Never him. You just hit on the reason for that. :) --Mike Buckley

To: chaz who wrote (7091)	9/27/1999 2:00:00 AM
From: tekboy	Read Replies (1) \| Respond to of 54805

<<As a group, we have refined one another's thinking about technology investing to the point where I would imagine few of us now fear parking all our money here.... cutting edge stuff doesn't frighten us. For me, quite the opposite is true.>> Well said. What's really remarkable is that this is true even for laymen, not just for people who have extensive first-hand tech expertise. Index funds for safety + tech G+Ks for growth = an unbeatable investment strategy, optimizable for all degrees of risk-acceptance. <<We have a sense of group purpose thus our individual remarks are meant to truly inform those who will see them, which is all of us.>> In some respects this is the most intriguing aspect of the whole thing. Having finally got the "recalcitrant wife" to sit through an explanation of what this bizarre new source of investment advice is, I was hit with a good skeptical question: "Why would anonymous strangers do what you're saying they do there, rather than simply 'free ride' on the contributions of others?" My initial answer was that even self-interested threadsters could recognize that they profit from a pooling of knowledge and information, and so had a solid material incentive to contribute wisely. But in truth it goes beyond that, and involves some kind of weird virtual community thing. G&K really is a true investment club, with equal emphasis on both words. It would be great if it--like the bull market!--could keep going on, and on, and on... : ) tekboy PS of course, if QCOM's patents are crap or TDMA proves upgradable on its own terms and the stock plummets next month, the "greater fools" among us will personally hunt down and kill all the early investors, starting with the G+K head honchos, but that's another story... : )