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

To: John Stichnoth who wrote (8277)	10/14/1999 11:11:00 AM
From: StockHawk	Read Replies (2) \| Respond to of 54805

John, I might be off base here, but the SNDK discussion brings to mind the difference between the manual and this very fine thread. It seems to me that the major difference between the two is that the book advocates buying baskets of gorilla candidates while this thread, for the most part, seems to prefer to buy single established gorillas or extremely likely emerging gorillas. The only presentation of baskets we see here are the front office group by Mike each month. The model in the book says (p.166): "Find markets transitioning into hypergrowth. Buy the basket of stocks..." (p.174) "The key to gorilla game investing, as the above examples illustrate, is not to focus on which stocks to pick, but rather on when to buy into a particular category. This substantially reduces the downside risk of investing, and positions one to capture the acceleration when it hits." Now, which approach is smarter/safer/more lucrative? Something to think about. StockHawk

To: John Stichnoth who wrote (8277)	10/14/1999 9:13:00 PM
From: LLCF	Read Replies (1) \| Respond to of 54805

<3. The players in this market all are putting forth proprietary versions. One may arrive as a gorilla in the segment.> I hear you there.... but is there really technical arguements why this memory for digital cameras for example [but music as well] won't be just like film [tapes] and therefore while returning large returns for a while, eventually turn into a brutal slugfest with giants getting involved [kodak] selling for slim margin. Is there an arguement for proprietary being able to last??? Thanks DAK