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

To: Bruce Brown who wrote (12790)	12/14/1999 2:41:00 PM
From: daffydog	Read Replies (1) \| Respond to of 54805

Bruce, Any ideas about what will be in that basket? MGG

To: Bruce Brown who wrote (12790)	12/14/1999 10:38:00 PM
From: Mike Buckley	Read Replies (3) \| Respond to of 54805

Bruce, I'm utterly confused. 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. There is a two-page discussion of B2B in the manual, beginning on page 321. "Playing as we go" and the implication that investors should remain flexibile amidst changing dymanics should not be confused with reversing an investment strategy 180 degrees. I don't get it. --Mike Buckley