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

To: John Stichnoth who wrote (20440)	3/17/2000 10:43:00 AM
From: Boplicity	Read Replies (1) \| Respond to of 54805

no no no I'm not saying that Richardson is a G. for lack of a better well known name I used them. I'm say what happens when a company dominates a sector, like I believe JDSU will, but does not fit all the rules. In my mind if a company dominates a sector, it begins to set the rules, so it become the G. by force. I see flaws in the tag method, that is all, and it could be costly to people if they blindly follow like sheep. For instant, MSFT. Most surely the G. of G. but it's dead money for long while. Greg

To: John Stichnoth who wrote (20440)	3/17/2000 11:15:00 AM
From: Mike Buckley	Read Replies (4) \| Respond to of 54805

John, I'm glad that we don't have to decide yet whether JDSU is in fact a Gorilla or King. I understand the valid point you are making but, on the whole, I think that's a dangerous position to take. As investors, probably nothing is more important than exercising discipline. I think it is prudent for each of us to come to our best opinion about the status of a company's product before making a decision to invest. We might later decide that we are wrong. We might decide later that we aren't as confident about it as when we originally invested. But at the time we invest we really should be certain of the Gorilla Gaming reasons we are investing. All markets won't be as bullish or as robust as this wacko market we're currently experiencing. The disciplines that we hone now will be even more critical to our investing success in a more typical market. --Mike Buckley