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

To: Uncle Frank who wrote (7972)	10/10/1999 1:13:00 AM
From: tekboy	Read Replies (1) \| Respond to of 54805

Re Enabling Gorillas: point well taken. Re GMST: dunno. Our last formal attempt to define Gemstar's primate status was about a week ago, after you mistakenly claimed that Merlin had anointed it as such. It turned out that two obstacles still remained: the outstanding lawsuits and the specific dating of the start of Gemstar's tornado. Well, now both lawsuits are out of the way--something Merlin and others explicitly equated with Q's Ericsson deal. Furthermore, Merlin pointed out that in retrospect tornadoes seem to date from much earlier than the "defining event"--all will recall his current view that the CDMA tornado started well before the Ericsson deal. And to the extent that Gemstar is an applications gorilla as well as an enabling gorilla, we can say that its primate status begins in the bowling alley (or is that just when we're allowed to invest in it? <g>). My question for you is the following: if you believe that GMST is still merely a gorilla candidate, what are the criteria you plan to use to determine its graduation to full primate status? tekboy@chompingatthebit.com

To: Uncle Frank who wrote (7972)	10/10/1999 10:43:00 AM
From: William	Read Replies (1) \| Respond to of 54805

Microsoft is the Silverback of the category Hey Unq - How about a definition of what a Silverback is. Kinda know by connotation, but have never seen it defined in the 7900+ messages here, although 3.7% of them contain it. William

To: Uncle Frank who wrote (7972)	10/10/1999 11:57:00 AM
From: StockHawk	Read Replies (1) \| Respond to of 54805

I think there is a much broader set of Gorillas in the tech sectors than we discuss. I agree with that statement, Frank. I also think we may be overly restrictive in defining gorillas here - which is a good thing (better to be safe than sorry, and all that). Note this line from the Introduction of the revised FM: "Ours is deliberately a hyperselective investment strategy which calls for investing in as few companies as possible. The number of hoops a stock has to jump through to get into the final set is so great, and the criteria are so restrictive, that perhaps 100 of the 8000 or so public companies - and no private companies - will qualify" The book does not seem to clarify if that 100 number is a guess at the number of gorillas (doubtful) or a guess at the number of stocks in the baskets, but in either case it would appear to be a wider list of companies than we might otherwise assume from reading the text or the discussions here. StockHawk