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Strategies & Market Trends : Gorilla Game Investing in the eWorld -- Ignore unavailable to you. Want to Upgrade?

To: Jill who wrote (796)	11/21/1999 11:47:00 AM
From: Mike Buckley	Read Replies (1) \| Respond to of 1817

Thanks for clarifying your thoughts about valuation, Jill. I wouldn't want you or anyone to think I'm a guru of valuing potential and established gorillas. I'm not. That's why I asked. I want to be. :) I have a way of tweaking some traditional valuations for my personal use that somewhat accomodates for the nature of gorillas, but it's far from scientific. it looks as if I2, whose stock valuation lags far behind the others in the basket (per Bruce Brown's chart), actually has a very good business going and if the others are highly valued, it should catch up. I'm not being critical of you, but that kind of thinking is too close to the greater fool theory for me. That's why I keep searching for ways to value these potentially monstrous companies in some other fashion than simply assuming a gorilla is always undervalued in the tornado stage of the product adoption. --Mike Buckley