Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Mike Buckley who wrote (15195)	1/14/2000 11:51:00 PM
From: Eric L	Respond to of 54805

Mike, << I would be happy to buy stock of the right company selling applications products that are still in the bowling alley >> Me 2 ... and I'd like to discuss them on this thread if that is permissible. - Eric -

To: Mike Buckley who wrote (15195)	1/15/2000 11:34:00 PM
From: John Stichnoth	Read Replies (2) \| Respond to of 54805

Mike, Catching up here. I've been trying to put into words for a while a thought that has been nagging at me. Your post may have done it: Moore's studies were done prior to the huge runup in techs that 1999 saw. Earlier in the decade, techs that were still in the bowling alley were priced as if they were still in the bowling alley. These days, it seems that more and more companies in the bowling alley--which are therefore riskier than Gorillas, in terms of their long term potential--are priced as if they're in the tornado, and as if they will be the King or Gorilla of that tornado. At some point some discrimination must occur. A bowling alley stock that is priced like a bowling alley can be a terrific investment. One that is priced as a Gorilla, before the tornado, can't be as good an investment. The stock's price appreciation is already much further along the S-curve. Anyway, that's my thought. Best, John I would be happy to buy stock of the right company selling applications products that are still in the bowling alley.