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

To: Mike Buckley who wrote (11013)	11/23/1999 11:45:00 PM
From: Daiju Kohno	Respond to of 54805

OT- Mike, It appears we have another premise upon which we disagree. I believe that it is one's "obligation to be [as]helpful" as possible whenever responding to a query for elucidation or help, especially on this thread. A moral obligation, for the lack of a better term. Neither I, nor most people here pay SI fees for the privilege of being "civil and appreciative". My presumption is that we pay our fees to help and to ask for help. Reading your most recent response, however, has helped me better understand your original comment. I did indeed interpret your advice to not invest in CRM as defensive indignation which is so prevalent on so many of these threads. I now understand your response to be "if you don't believe in the success of ERP, then for similar reasons, you shouldn't invest in CRM". If this is the case, then I thank you for your advice and apologize for interpreting your comments as defensive rhetoric. I do appreciate the work you do for this thread and your right to disagree with me. For that reason, I will not pursue the ERP issue any further. Cheers, Daiju

To: Mike Buckley who wrote (11013)	11/24/1999 2:24:00 PM
From: StockHawk	Read Replies (1) \| Respond to of 54805

Those dastardly carpets - Mike, did you see the story on page C1 of Monday's WSJ? Under the sub-heading "Carpet Diem" it told how Peter Lynch incurred a "rather significant loss" recently after investing in carpet retailer Maxim Group (aka American Flooring). Mr. Lynch, despite seeing the stock fall 76%, still appears to have faith in the concept of a strong flooring retailer. Perhaps, as an industry insider, you may wish to point out to Mr. Lynch that carpets, while nice to look at, and wonderful to walk on, pale as investments when compared to gorillas and kings. (Of course, considering the size of Mr. Lynch's portfolio he may not be high on the list of those you would care to help, if, er, you were in the mood to be helpful. <vbg> StockHawk