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

To: Mike Buckley who wrote (20446)	3/17/2000 11:52:00 AM
From: John Stichnoth	Read Replies (2) \| Respond to of 54805

Re "discipline" On the whole, I agree with you. I would say, however, that we are not being undisciplined if we recognize the unanswered questions. In the case of JDSU we've certainly been back and forth on its pongid characteristics (or lack thereof). I believe it is sufficient to say, "I don't have a definitive answer if it's a Gorilla. It has some characteristics. Its products are leaders. It may develop into a Gorilla. It is an emerging King, at least, so I can buy now and continue to 'hold lightly' while things develop. Worst case, I will get out if there is threat to Kingship. Best case, I will move it to the Gorilla side and stash it away for 10 years." Re the Wacko market--Yep. It is. (But, I won't be selling my Kings or Gorillas based on price or the market. GG buys and sells should be on the basis of news, not price. Now, if I can maintain the discipline to keep to that rule!) Best, John

To: Mike Buckley who wrote (20446)	3/17/2000 12:24:00 PM
From: rel4490	Read Replies (1) \| Respond to of 54805

Mike, your response to: "I'm glad that we don't have to decide yet whether JDSU is in fact a Gorilla or King. "was " 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....But at the time we invest we really should be certain of the Gorilla Gaming reasons we are investing." See page 232 of the FM: " We always assume that a gorilla game investor will not be able to distinguish between kings and gorillas at the time of purchase and will indiscriminately buy candidates for either position." "

To: Mike Buckley who wrote (20446)	3/17/2000 1:56:00 PM
From: areokat	Respond to of 54805

"'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." I agree. When I measure my returns against the long term market return of 10-11% per year it makes you think.In one year you get 5 or 6 years of return.That's why this group is so important. Help me from getting carried away--sometimes. Tom Tom

To: Mike Buckley who wrote (20446)	3/17/2000 3:08:00 PM
From: gdichaz	Read Replies (1) \| Respond to of 54805

For those of you who have been, are or may be Qualcomm investors, a major thread milestone is coming up. One year from the date of Mike's post introducing the Q to the thread. Worth a first birthday party. (Note Mike then did his DD very carefully as is his style and reported his progress to the thread. Strongly recommend those. They are remarkably perceptive and provide a good background even now about a year later} "To: Uncle Frank who wrote (832) From: Mike Buckley Thursday, Mar 25, 1999 11:26 PM ET Reply #333 of 20471 I hope everyone noticed that Ericsson and Qualcomm came to a major agreement today that will enable customers to more quickly adopt the CDMA technology. The two companies agreed to support one common standard. A lot of potential customers were holding off on choosing one technology over the other until the suit played out. Now that the suit will never get to court, let the adopting begin. I'm sure we'll here from Chaz who has already posted in the AOL folder that this news is equivalent to the product crossing the chasm. Gorilla Game devotees will take note that the authors recommend waiting to invest in enabling technologies until the tornado forms. If you're not familiar with CDMA, it is an enabling technology. Ericsson estimates there will be 16 million wireless handsets sporting CDMA technology in 2001."