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

To: LindyBill who wrote (7391)	10/3/1999 4:56:00 PM
From: Sam Johnson	Respond to of 54805

> The constant refrain from brokers, when asked about a > Gorilla, is that they have run up too much and are over > priced...Then we sit here on the thread and whine that > the stock is under priced and that the street does not > understand it! That underscores for me Geoff Moore's point that the Gorilla Game is about misperception. Specifically, the market in general and the 'experts' in particular continually underestimate the power of a Gorilla in a tornado. It's ironic...we take advantage of that underestimation by buying in/throughout the tornado, then like you say, we get frustrated by the very misperception that we take advantage of...or something like that. Sam