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


To: Uncle Frank who wrote (18831)2/26/2000 6:18:00 PM
From: Boa Babe  Respond to of 54805
 
Good post, uf...sometimes this place is like a candy store. We HAVE to remember the potential for a tummy ache.

Kay



To: Uncle Frank who wrote (18831)2/26/2000 8:46:00 PM
From: voop  Read Replies (1) | Respond to of 54805
 
It might just be that the investment world travels on internet time, which was not the case when either Gorilla Game books were available (or at least I did not know it at the time. The retrospective review of watching the basket unfold story as proposed in both FM's still holds but you better not blink. As such, a story stock with a value chain developing will accelerate in price pre-chasm crossing a lot faster than when the manual was written, IMO.

Therefore, the cost of waiting to cross the chasm and knock down bowling pins in horizontal markets may not be worth the wait for the unclewest type of story stock. This requires taking a earlier position than might be expected by the book and watching your holdings like a StockHawk.

BWTFDIK

Voop



To: Uncle Frank who wrote (18831)2/27/2000 2:14:00 AM
From: JRH  Read Replies (3) | Respond to of 54805
 
join the W&W group, though Sir Chartmeister hasn't announced his decision yet

Sir Chartmeister has been busy being probed for seven hours by wonderful employees of a recent-IPO in Mountain View (some of whom may have been convinced to read this thread :o) for a potential real-world job (!!) for the summer and working on a case study for the last thirteen hours ;). Let it be known that I have indeed followed ELON with interest since unclewest's post thursday.

Most interesting is the fact that my father car-pools with an engineer who is currently incorporating ELON's product into my father's company's main cash-cow. Evidently ELON's product (the software/chips[?] that allow machines/appliances to be networked) is a much better solution than the competition (they were considering a product called CAN from Siemens as well), but this engineer wasn't too impressed with the people from ELON (to put it nicely ;o).

After the recent stock performance of ELON and CREE, I am beginning to think that stocks on this thread are becoming a self-fulfilled prophecy with the huge number of members and lurkers that are on this thread. In the near future, I hope to do a study on the matter (during quarter break!).

I am close to making the new addition of ELON to my watch list, but I am going to need to see a full blown gorilla hunt post before I make the addition (since the GH is the feeder tank to my portfolio). Janet, that's your queue :o)!

See FranQ, I'm not the easy pushover I once was as a youngster <gg>

Justin