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

To: Triffin who wrote (18707)	2/25/2000 9:44:00 AM
From: TigerPaw	Respond to of 54805

shouldn't we be trying to identify 'markets in tornado' The game played on this thread is not exactly the Gorilla Game of the RFM. It is another game with the same goal. Still it beats most of the games around. TP

To: Triffin who wrote (18707)	2/25/2000 10:01:00 AM
From: Mike Buckley	Read Replies (2) \| Respond to of 54805

Jim, I'm actually glad you accidentally made the message public because it's a good thought you mention. Mike .. help me out here .. shouldn't we be trying to identify 'markets in tornado' as a source of potential 'gorillas' .. rather than proposing various stocks to do reports on (ie) a logical first cut for a project Hunt candidate would be wether or not it is a participant in a currently tornadoing market ???????? It's difficult to separate the two. I suspect that most of the people involved in Project Hunt have selected a particular company because of their interest in its industry which has already been identified as a growth industry. One of the Hunt criteria is to identify where the product is in the adoption life cycle. For more details and informed opinion about that, I hope chaz, Master of the Hunt, will pipe in. He's the one who is heading up Project Hunt. Don't forget that applications technologies could (should) be in our portfolio when the product is in the bowling alley. --Mike Buckley