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

To: Mike Buckley who wrote (14021)	1/3/2000 8:50:00 PM
From: tekboy	Read Replies (2) \| Respond to of 54805

<<I think it's easy for most of us to forget the extent to which his money is on the line. In addition to the positions he holds in privately and publicly held firms mentioned in the revised manual's "Disclosure," he is also a partner in Mohr Davidow Ventures, a venture capital firm.>> Yes and no. Yes, I'm sure he takes great care to apply the concepts to his venture investments. But no, because he does not hold substantial equity positions in a few public gorillas and kings, like we all do, and therefore he might not be quite as careful as we are when commenting on companies like Q and JDSU. bubbleboy/Ares@you'retoomodest.com