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

To: djweiland who wrote (11263)	11/28/1999 12:26:00 AM
From: Mike Buckley	Respond to of 54805

djweiland, I thought I had remembered you from the Fool's Game folder on AOL. Glad to have you confirm that. Thanks! The questions that you asked in the post are indeed the correct ones to define potential upside. I submit that you need an equally analytical approach to define the down side. The downside is a total loss of all funds. Analytical enough? :) Seriously, I think you're right but I wouldn't know how to arrive at a reasonable downside. Any ideas? Note that my best return to date is in CLFY. Yes! That was also true for my Front Office Gorilla Game. However, it wasn't so because of gorilla-game fundamentals. It was so because I happened to start the game when Clarify had been in serious trouble for a couple years and, unknown at the time, was on the brink of a significant turn-around. Maybe that is the case for you too. I still hold all positions because I don't think the game is over. How are you handling the positions insofar as Vantive and Clarify are in the process of being acquired? Hence it appears to me that the original gg premise of a basket of stocks is validated by this front office game. There's no question that the Front Office Gorilla Game has done marvelously and has outperformed the S&P 500 by a huge margin. But this is only one game and it has not been going on for very long, only about 1 1/2 years. Since everything about the gorilla-gaming evolved around ensuring dramatic returns while at the same time minimizing risk, I hope that a discussion of my set of questions leads to another method of minimizing risk. Maybe, maybe not. But worth trying. :) --Mike Buckley