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

To: Uncle Frank who wrote (8155)	10/12/1999 1:28:00 AM
From: tekboy	Read Replies (1) \| Respond to of 54805

<<Hey, why are you and BB wasting good posts on other threads?>> You know, it's funny. I try to supplement G&K with company-specific threads, some of which (not sure why) are better over at the Fool. Once there, however, one finds oneself surrounded by earnest newbies, who are often quite nice and well-meaning but helpless and pathetic. I find it brings out the teacher in me--I can't just let them flounder, and want to help steer them on the right path. Also, it's a way of paying back all of you guys, who took the time to teach people like me which way was up. For example, on the Fool SEBL thread this evening, some guy innocently asked Merlin directly what he thought of Gemstar, and whether it was too pricey to get in now. Well, I knew Mike was away for a while, and I know how seriously HE takes the education of the newbies. So I felt guilty just passing by and leaving the guy hanging--and promptly wasted almost half an hour trying to tell the guy what Mike would have told him if he were there. My stuff is really basic--just things like, "well, X is not really a gorilla according the strict definitions used in Geoffrey Moore's books, and thus it has to execute well," or polite versions of "RTFM." But I thought Bruce's SUNW musings were strong enough to be of interest here. tekboy@reallyshouldworknow.com

To: Uncle Frank who wrote (8155)	10/12/1999 2:37:00 AM
From: Bruce Brown	Respond to of 54805

Hey, why are you and BB wasting good posts on other threads? You have a commitment here, Squires. Simply trying to get the fools to become Fools and bid up our gorillas. ;-) BB P.S. I liked the May interview with Moore about the games. Notice how Geoff mentions investors with capital would do well to keep the core game gorilla portfolio and venture out into the riskier games with a portion of money knowing they are indeed risky, yet positioning oneself to benefit. Consider this Squire one who strays from the core nest with a portion of my flow. Dell in 1995. AOL in 1998. AMZN in 1998. YHOO in 1998. JDSU in 1998. CMGI in 1998. DCLK in 1998. ATHM in 1998. EMC in 1998. BRCD in 1998. I hate guys that kiss and tell, but Mr. Moore himself mentioned setting up this separate side bet from the core game. I would be the first to admit that I am never bored by my other portfolio of the true core - INTC, CSCO, MSFT, QCOM, SEBL, ITWO, GMST, ORCL and speculation RMBS. This Squire is diversified - yes, but not unhappy with the two games I am playing knowing the risks involved.