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

To: Paul T Springer who wrote (12242)	12/7/1999 9:12:00 AM
From: Mike Buckley	Read Replies (2) \| Respond to of 54805

With regard to VISX: That's what can happen when a discontinuous innovation is not proprietary. More precisely, that's what can happen when a discontinuous innovation is thought to be proprietary and is later determined that it isn't. Anything can happen. That's why I diversify. --Mike Buckley

To: Paul T Springer who wrote (12242)	12/7/1999 9:33:00 AM
From: LindyBill	Respond to of 54805

That's what can happen when a discontinuous innovation is not proprietary. I know it pisses people off, who invest early, when I call a company like VISX a shiny pebble, or said I thought it was too early for me to get into RMBS, but people do get burnt. I know. I used too! And our big secret is that you don't need to get in that early to make the big bucks. You can do it with the "Gorillas and Kings", and not get a wake-up call like this one. We keep getting posts from people who got into Q last year, and held, about how much more money they have made than those of us that waited. But I saw what a Texas Jury did to Texaco a few years back, and if Q had gone to trial, and Ericson had won, those people would have faced the same wake-up call that the VISX stockholders are getting this morning!