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

To: Apollo who wrote (12683)	12/13/1999 2:52:00 PM
From: Bruce Brown	Read Replies (1) \| Respond to of 54805

Should we be looking for Godzillas before Kings? LindyBill, UF, Mike, Bruce Brown, Downsouth, Tekkie, StockHawke, what do you say? Apollo I can only speak for myself (and my wife and the portfolios of my children). I have us loaded with Godzillas like DoubleClick, AOL, Yahoo! and added eBay this fall - although a much, much, much smaller position in the auction C2C player. As to the question of should we be looking for Godzillas before Kings - that's all up to the individual investor's profile, goals and risk/reward comfort level. In the revised manual, the authors point out that a lot of the 'game' will be played in the Godzilla space going forward. Not the Gorilla Game, but the 'investing game' within the Gorilla/King = Godzilla Game. However, I owned all of those stocks before I even read the first manual. I also own Kings like EMC and JDS Uniphase. Then again, I keep a diverse portfolio and each investor has to choose their own comfort level and strategy. Thus far, I'm not complaining about my strategy, diverse as it is. If this Qualcomm thing doesn't work out, I've got my bases covered. <vbg> BB

To: Apollo who wrote (12683)	12/13/1999 5:41:00 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Stan, Therefore, does this mean that the sequential order of desirable equities is: 1. gorilla....2. godzilla, which is a blend of gorilla/king....and 3. King, in this order? I think it's easy to confuse the power of a Gorilla, Godzilla, or King with the "right" equity. Yes, a Godzilla is more powerful than a King in the sense that it enjoys the benefits of a business model based on networking effects. Unfortunately, the Godzillas belong to a sector -- the Internutz -- that has so few players that the players tend to be overvalued even thought the Internet category is undervalued. That's part of the reason it's so risky to own the Godzillas compared to the Gorillas -- the market tends to undervalue the Gorillas while it tends (so far) to overvalue the Godzillas. Just my opinion. --Mike Buckley

To: Apollo who wrote (12683)	12/24/1999 5:05:00 PM
From: StockHawk	Read Replies (3) \| Respond to of 54805

does this mean that the sequential order of desirable equities is: 1. gorilla....2. godzilla, which is a blend of gorilla/king....and 3. King, in this order? Should we be looking for Godzillas before Kings? LindyBill, UF, Mike, Bruce Brown, Downsouth, Tekkie, StockHawke, what do you say? I think it depends on your time horizion and comfort level with degrees of risk. Godzillas may afford higher returns than kings. This is the reason the author's put forth a revised manual so soon. But Godzillas also entail greater risks. They are effected even more by swings in market sentiment, they are perhaps more easily unseated by an upstart with better technology, and they are likely correct more severely. The fuel in a rocket like JDSU is the very real prospect of outsized profits growing at accelerating rates. The fuel in a rocket like ICGE is the possible prospect of outsized profits spiked with a cocktail of hope, greed and pie in the sky. StockHawk (phew, only 500 more posts and I'm caught up, oh, and Stan, don't think I don't notice that you spell my screen name different each time. I'm keeping track.)