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

To: Apollo who wrote (12848)	12/16/1999 12:16:00 AM
From: tekboy	Respond to of 54805

A/A (Apollo/Ausdauer)-- Bravo! Personally, I found this discussion even more lucid and informative than the original presentation, since it focused exclusively on our (admittedly obsessively narrow) G&K concerns. It leaves me where I was beforehand (not holding or planning to acquire SNDK), but with a much better sense of why and what would have to change for me to buy in. Well done around, and much thanks (if only for putting paid to some oft-raised questions around here!). tekboy/Ares@btw,isAusdauerhimselfpongoidandhirsute?.com

To: Apollo who wrote (12848)	12/16/1999 12:17:00 AM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Stan, Be sure to pass on my thanks to Tom for the typically well written thoughts about Sandisk. I'd like to pay special attention to something he wrote about gorilla gaming in general that is so right on target that it's nothing short of a bulls eye: The fact is you can spend a lot of energy looking for the company that fulfills all the requirements of a nascent Gorilla and overlook many stellar companies in the process. For this reason I find the search for the perfect gorilla to be quite exasperating at times. No doubt about it. That's what Gorilla Gaming is all about. That's what the authors intend from the first word of the manual through and through to the last word. Let us not forget that they "have imposed a much tighter set of constraints than govern the bulk of high-tech investors currently in the market," and that "there is an element of the gorilla game as an investment that will prove extremely frustrating to anyone who spends the bulk of their time in high tech -- the game almost never advocates investment in any stock that you are interested in!" (Quotes and emphasis from the manual's Introduction.) --Mike Buckley