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

To: Mike Buckley who wrote (15214)	1/15/2000 11:52:00 AM
From: Eric L	Read Replies (2) \| Respond to of 54805

Mike, << More important, though I don't necessarily subscribe to the strategy of buying a basket of stocks, I will buy the leading candidate for Gorilla long before it is a Gorilla. The reason I don't buy a basket of stocks is because I don't want to be forced into buying weaker companies. >> I simply wanted to say that this is exactly the way I have elected to play the Gorilla Game. This is the reason I invested in GMST (14% of portfolio) before it has become a Gorilla (which I do not yet think it is) and before the tornado has begun. It is why I enjoy presentations here of stocks with small or medium size market caps and companies that are not yet in the tornado although I do look for clear evidence that they are well into the bowling alley (which is sometimes not easy to get at). Now what can we disagree on today? <g> - Eric -

To: Mike Buckley who wrote (15214)	1/16/2000 8:08:00 AM
From: chaz	Read Replies (1) \| Respond to of 54805

Mike that may be just your opinion, but I doubt it....many of us feel the same, and our thinking benefits from the discussions...regardless of the company being discussed. Where I get into trouble, or think I do, it being (IMO) rather inept at picturing the future value of an innovation. Poo-Pooing Polaroid so many years ago still haunts me. I was a dedicated military photographer at the time, trained in a certain way, and so was everyone around me. None of us could see what Polaroid had done. The benefactors, people at family gatherings for example, did see it. Thucydidies was a historian, not a forward thinker like Troffler or Gilder. Chaz/Thucydidies