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

To: Apollo who wrote (7231)	9/29/1999 11:03:00 PM
From: DownSouth	Respond to of 54805

Most excellent post, Stan. Thanks for reflecting. Galahad

To: Apollo who wrote (7231)	9/29/1999 11:03:00 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Stan, Thanks for taking the time to put together that real-time correlation between theory and actuality. It's fascinating! --Mike Buckley

To: Apollo who wrote (7231)	9/29/1999 11:26:00 PM
From: Jean M. Gauthier	Read Replies (2) \| Respond to of 54805

Look guys, I do not think that RAMBUS will EVER be a gorilla. Why ? because it depends on another gorilla, and is more aof a value chain to Intel than it's own... Does a gorilla get savaged in the market so much because another company(intel) decides to delay a product intro ? I think anyone who thinks RAMBUS is or will become a gorilla is mistaken. JMHO, let the comments begin Take care Jean

To: Apollo who wrote (7231)	9/30/1999 12:04:00 AM
From: Uncle Frank	Respond to of 54805

Good stuff, Apollo. Working your way through the fm is a good way to put Rambus in perspective, and your self examination is extremely valuable to the rest of us. But keep in mind is that the GG is a Theory, not a Law. When Lindy Bill and I started the thread, we were not enamored with the discovery process outlined in the GG (baskets of candidates, quarterly data evaluations, etc.). Based on our investment windows, our goals, and our experience with volatile investments, we intended to focus the thread on a conservative Silverback strategy. We saw fully emerged simians as the optimal low risk, high return investment. But as the thread has grown, it has gravitated towards identifying Gorillas in earlier stages of their development, which entails accepting a higher degree of volatility. In the end, each of us has to determine his or her own tolerance for risk. >> Moore points out that one of the best ways to recognize a gorilla and tornado sighting is by......"participating in a good chat room or threaded discussion where you can bounce ideas off of other interested gorilla gamers before you make your call." I don't recollect that section, but it seems to have worked well for us <g>. uf

To: Apollo who wrote (7231)	9/30/1999 12:53:00 AM
From: chaz	Respond to of 54805

Stan, that was a fine, well organized, cut-to-the-bone post. Putting lyrics to the music will help many, I am sure, and I'm going to save it. Thank you.

To: Apollo who wrote (7231)	9/30/1999 12:55:00 PM
From: Jill	Respond to of 54805

Thanx, Stan, for your meditations on GG. Jill (eom)

To: Apollo who wrote (7231)	9/30/1999 10:44:00 PM
From: voop	Read Replies (2) \| Respond to of 54805

Stan I want to post that I admire your morphing so quickly from rambus bull to level headed analyzer (actually reducing your shares). You let yourself fall in love and acted a little bit like a jilted lover by jettisoning a portion. I am also a doc who bought into Rambus in a small way and am still too stubborn to give up yet ( I am even on my 300 shares and slightly underwater in 5 leaps Jan 2001. I admire how well you communicate in this gorilla game world of investments and wish I had both the insightand the ability to articulate Please keep posting.