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

To: Seeker of Truth who wrote (9015)	10/27/1999 7:46:00 PM
From: Uncle Frank	Read Replies (2) \| Respond to of 54805

>> a person who knows software cannot necessarily be expected to understand semiconductors and a person who knows semiconductors may not understand the ins and outs of telephony. That's certainly true, but delving into the technology deeply doesn't necessarily lead to good investing decisions. Otherwise all engineers would be rich. And if valuation was the key, the bean counters would be rich. I think we can all learn enough about technology and valuation to be effective investors. Some of our very successful threadmates are living proof. Frank

To: Seeker of Truth who wrote (9015)	10/27/1999 10:03:00 PM
From: DownSouth	Respond to of 54805

Malcolm, I see you are a recent arrival here on Uncle Frank's fine thread. Welcome. Your demeanor and style show through. I must encourage, if someone else has not, to read our manual, "The Gorilla Game" so that you will grasp our cryptic terms and investment ideals and goals. Welcome.

To: Seeker of Truth who wrote (9015)	10/28/1999 2:37:00 AM
From: chaz	Respond to of 54805

Malcolm, I not technically trained at all, but my background in technical publishing exposed me liberally to tech companies, but while I was successful dealing with them in a vendor capacity, I didn't have a clue about investing in them because my conversations at mid-level management just didn't trend in that vein. However, the books from Moore and Christensen has put that personal experience into perspective for me. Still not an expert in any technical area by any means, I'm doing well as an investor in those companies, and so are numerous others here who also are non-techies. I just wanted to clarify for those lurkers who may not be technically trained that that's not the key qualification for investing success here. Understanding the marketing processes these companies exhibit is far more important.