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

To: Bruce Brown who wrote (8580)	10/21/1999 5:33:00 AM
From: tekboy	Respond to of 54805

For them as likes emergent gorilla candidates... A post from the Fool CTXS thread; note the GGish reference at end. tekboy@let'sallplaynice.com _______________________________________ I just listened to the Citrix conference call. It wasn't particularly interesting, and I can't say that I learned anything new, other than that most posters on this board understand the company better than many of the analysts who participated in the CC. A lot of the analyst questions were carefully disguised variants of "Tell me how this company works." It reminds me of the analyst who recently began coverage of CTXS with a Hold, citing "Y2K fears." Whatever. vcall.com Potential Gorilla Game Bowling Alley alert: Prez. Mark Templeton was talking about the complexity of large-scale corporate deployments, and he described to a large extent it depended on how much "pain the customer is in." I wonder what book he's been reading. ;-) Later, Ron

To: Bruce Brown who wrote (8580)	10/21/1999 9:23:00 AM
From: DownSouth	Respond to of 54805

BB, I believe you made your point ! Thanks for the well worded, meaty post.

To: Bruce Brown who wrote (8580)	10/21/1999 9:37:00 AM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

>> We should indeed question the wisdom found within the manual(s). The revised manual supports my view that a portion of the Gorilla Game will be played out in the realm of the Godzilla Game going forward. That's why the authors presented the revised manual. A winner take all game. I believe the authors were presenting a NEW GAME called the Godzilla Game, and that it is not an extension of the Gorilla Game, but rather, a whole new paradigm. The Internet is the Mother of All Tornados and there are fortunes to be made or lost in incredibly short periods. And since Godzilla gaming is a winner take all game, a player better be right the first time and every time or have a very long investment window to allow recovery from an errant judgement. I don't have the reflexes, the investment window, or the tolerance for volatility to be a Godzilla gamer, but those of you that do have my respect and admiration. Regards, Frank

To: Bruce Brown who wrote (8580)	10/21/1999 3:44:00 PM
From: Bruce Brown	Read Replies (2) \| Respond to of 54805

I apologize. I made a few glaring errors on my earlier percentage gains post due to a little chart trouble I was having at the Fool and Big Charts. I misread Compaq, Qualcomm, Siebel, Oracle, Amazon and Yahoo! this morning (and Microsoft is within a few thousand of being correct). Please find the corrected versions below. In this corrected version, you will see that the PC King - Compaq has had a much better long term return than holding Intel since 1986. Siebel and Qualcomm gained more than I said (as did Oracle, Amazon and Yahoo!) and Gemstar gained less. Kings EMC: 1986 to present shows over a 15,000 percent gain JDSU: 1994 to present shows more than 12,500 gain CPQ: 1986 to present shows about a 10,000 percent gain Godzillas eBay: 1998 to present shows about an 800 percent gain DCLK: 1998 to present shows about an 800 percent gain YHOO: 1998 to present shows over a 3000 percent gain AMZN: 1998 to present shows about over 4,000 percent gain AOL: 1992 to present shows over 45,000 percent gain Prince on the move DELL: 1989 to present shows about a 40,000 percent gain Gorillas INTC: 1986 to present shows about a 5,500 percent gain CSCO: 1991 to present shows over a 42,000 percent gain MSFT: 1986 to present shows over a 42,000 percent gain ORCL: 1986 to present shows over a 18,000 percent gain SAP: 1996 to present shows a gain similar to a corpse.... ITWO: 1996 to present - 150 percent SEBL: 1998 to present - over 1,100 percent QCOM: 1992 to present - over 4000 percent GMST: 1996 to present - about 500 percent BB