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

To: Mike Buckley who wrote (12306)	12/7/1999 8:47:00 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Sorry, folks. I'm taking on Lindy's bad habits when it comes to arithmetic. In my previous post I made a mistake and corrected the last paragraph after it had been available for all of you to see for a couple minutes. In case you missed my correction, the last paragraph now reads as follows: "To it in perspective, Siebel Systems had about a $4 billion market cap when I joined the folder. People were enthusiastic in following the company's progress at a market cap that was only 25% greater than VISX's market cap after today's debacle." --Mike Buckley

To: Mike Buckley who wrote (12306)	12/7/1999 11:07:00 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

>> Not long ago VISX had a $6.4 billion market cap and their product had clearly crossed the chasm. I would not have thought of that as a shiny pebble. Caught red handed. The only thing I can do is make up a definition that will support my obvious inconsistency. Shiny Pebble: A company that displays some features generally associated with Gorilla Game characters, but which, due to size, limited history, or contrary traits, can't be confirmed as Royalty or Simian in nature. Typical SPs are recent ipo's, unconfirmed story stocks, or small companies with market caps <1B, but in some cases, mid and even large cap companies may qualify as Shiny Pebbles. Does that get me off the hook <g>? Actually, I screwed up, but don't tell the gang, willya? uf