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Technology Stocks : JDS Uniphase (JDSU) -- Ignore unavailable to you. Want to Upgrade?


To: dangergirl who wrote (3171)12/20/1999 6:00:00 AM
From: daffydog  Read Replies (1) | Respond to of 24042
 
Gorilla and King portfolio candidates

Gorilla game investing in the e-world

Excellent threads where participants debate companies' status and prospects to be or become "gorilla" or "king" companies, terminology used by Geoffrey Moore, author of The Gorilla Game.

Check them out -- some of the best and most sophisticated advice available on SI or anywhere else.

MGG



To: dangergirl who wrote (3171)12/20/1999 9:01:00 AM
From: Peter Sherman  Respond to of 24042
 
Gorilla and King - simply the best thread on the whole www - and I mean it



To: dangergirl who wrote (3171)12/20/1999 11:11:00 AM
From: Sunny  Read Replies (1) | Respond to of 24042
 
Dangergirl,

The link to the G&K thread is:

Subject 25851

The discussion is based upon Geoffrey Moores book the "Gorilla Game". there are 2 other books that expand on the tactics and reasons companies like JDSU, QCOM, CSCO & MSFT dominate their markets and have above average returns and below average risk.

I invite you to come over and begin to read the discusion. The links in the thread header are an excellent place to start. While reading 12000+ posts may be a bit much for most people, It will certainly help you understand the people and rationale behind the companies that are nominated and accepted as Gorillas & Kings.

I will warn you that if you ask questions that indicate you have not read the book and familiarized yourself with the thread, you will be admonished to RTFM. The FM is Moore's book.

Having said all of that, you will find the people on that thread to be the most congenial and courteous(warning there are curmudgeons there if you insist on posting without preparing yourself) on any SI board I am familiar with and the investment results have been fantastic for me.

Good Luck,

Sunny



To: dangergirl who wrote (3171)12/20/1999 3:27:00 PM
From: Uncle Frank  Read Replies (1) | Respond to of 24042
 
>> What is the G&K thread? I`ve heard that mentioned several times...

G&K is a thread where a bunch of nit picking eggheads are pretentious enough to think they can pick stock winners using esoteric metrics derived from a popular investing book. In reality, it's faddish chat room and clearly over-rated. Enter with caution, as it can be highly addictive.

uf