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

To: gdichaz who wrote (12231)	12/7/1999 8:29:00 AM
From: Mike Buckley	Respond to of 54805

Cha2, I don't disagree with you that the metaphor, shiny pebble, doesn't fit exactly with the nature of our discussion. Yet if we were to be equally critical of the other metaphors used by the authors and slung around here on a daily basis, we would find that they aren't perfect fits either. We know none of them are perfectly analagous, but they do work in general because they serve as abbreviations of a kind that reduce the need for bandwidth. --Mike Buckley

To: gdichaz who wrote (12231)	12/7/1999 9:38:00 PM
From: William	Read Replies (1) \| Respond to of 54805

Cha2 - But my problems with the use of the term shiny pebbles are: 1) A pebble can not grow. You seem to be the only one saying this. Of course the shiny pebbles that are discussed can grow, witness QCOM and JDSU pre gorilla/kingship. Don't confuse a young growth company with a stone on a beach. If you don't like the term shiny pebble, may I suggest that you substitute snowball everytime you read shiny pebble. A snowball can melt away to nothing when enough heat is applied, or grow and grow as it rolls along from a tiny mass to a huge one. Nice day for the top fours - QCOM, GMST, JDSU, CSCO. Any new word on the San Diego gathering? William