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

To: Tom Ardnij who wrote (11554)	11/30/1999 7:01:00 PM
From: Tom Ardnij	Respond to of 54805

Check out this link of Lehman's internet infrastructure and commerce portfolio. Several of our G & K companies are included. cbs.marketwatch.com Best Regards, Tom

To: Tom Ardnij who wrote (11554)	11/30/1999 8:09:00 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Tom, I can't help but notice that young simians and indeed newly crowned royalty outperform the silverbacks. I think that there exists a clear reason that is outlined in the field manual. It deals with threats to the CAP of some of the silverbacks starting to show up on the horizon. I'd have to see specific examples citing time frames and stock performance to fully appreciate what you're pointing out. Be forwarned though that it's a loaded question when I ask about it. :) By limiting it to "some simians" that outperform the silverbacks, I bet I can name two that don't for every one you name that does. And remember that if my two lose 50% of their stock value your one has to make up for it by gaining 100%. Seriously, it's all a matter of risk and reward. I thought I'd mention that before my buddies LindyBill and Frank jump in with their reminder to all of us that nothing probably matches the combination of safety and opportunity of a silverback. And I won't be surprised if I'm already too late. :) --Mike Buckley

To: Tom Ardnij who wrote (11554)	11/30/1999 8:43:00 PM
From: Apollo	Read Replies (2) \| Respond to of 54805

A couple of weeks ago I attended the Disruptive Technology Conference with Gilder and Clayton Christenson, author of the Innovator's Dilemma. Hi Tom: A couple weeks ago, a poster on one of the Qcom threads generously gave some Q highlights from that very conference. I am a Gilder newsletter subscriber, as are some others here (Tekboy, don't you subscribe? <g>), and I had seen the conference advertised in the newsletter. For the benefit of the many here who aren't Gilder groupies, my recollection was that the entry fee for the conference was ~ $5000. I mention this interesting tidbit because I PM'd the other poster who had attended, he indicated that he attends all the Gilder conferences and believes it is money very well spent. I was pretty amazed at that testimonial, especially considering the price of admission. Therefore, please do share with us, if you are willing, what you thought the salient take home messages were. Best to you, Stan