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

To: mtnlady who wrote (15754)	1/20/2000 11:06:00 AM
From: John Stichnoth	Read Replies (1) \| Respond to of 54805

LOL! Hi, lady. That wasn't the reaction I was expecting! I was trying to sound a cautionary note. The nature of identifying "tornado" depends on existing products moving into widespread acceptance. Gorillas aren't bought on the basis of "the thousand other uses that haven't even been dreamed up yet". Those are called Story Stocks. Story Stocks can be profitable. They can be huge winners. But, they contain a different risk/reward picture than Gorilla purchases. One of the precepts of Gorilla Gaming is that you do not have to anticipate the emergence of a Gorilla's technology into the mainstream. You can buy when it is in the mainstream. I don't understand CREE's technology well enough to say whether they may one day be a Gorilla. Fortunately (and using all the self-control I have not to buy into the story) I don't have to guess. I can wait until the tornado has formed. I am confident in saying that, based on what I have read to date, they are not yet a Gorilla, becuase there is no tornado. My point is not to discuourage purchase of CREE. It's been great for those who have been in it in the last few months. My point is simply to state that if you are buying based on future products or applications, you are not Gorilla Gaming. Best, John