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

To: Dr. Id who wrote (12787)	12/14/1999 2:11:00 PM
From: Bruce Brown	Read Replies (2) \| Respond to of 54805

JB, Geoff's post was directed at the B2B space, not the games that JDS Uniphase or CREE are involved in respectively. Big difference. His point was within the B2B space there are royalty and godzilla games being played out and that the godzilla will be the most explosive return within the confines of the 'winner take all' with the rest playing 'follow the winner'. In that respect, he was altering his game plan within the godzilla space to actually play a basket approach and the consolidate once Mr. Godzilla emerges. This is a new tactic since the revised manual came out, but they weren't talking B2B in the book and we are obviously 'playing as we go' in this space. BB

To: Dr. Id who wrote (12787)	12/14/1999 10:31:00 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

JDB, I'm very confused about Moore's comment. He wrote, "But I think we can play godzilla games using the same buy the basket approach and consolidating in the godzilla as soon as it emerges." That is exactly the opposite approach toward Godzilla games that he recommends on page 343 of the revised manual. There he writes, "Don't buy baskets," and explains the reasons in the paragraph that follows. You might want to ask him how he squares the two contradictory comments. --Mike Buckley