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

To: lurqer who wrote (20621)	3/18/2000 7:56:00 PM
From: Boplicity	Read Replies (3) \| Respond to of 54805

It's like any method, once more and more people used it it's becomes less effective. I'm not say G hunting is not worthy, from it. But maybe the hunters times would be better spent identifying new sea changes, and potential destabilizing technology. I believe the G game was better played when the market was control by the institutions anyhow, but as of now, they have lost the market to the retail buyers, and day traders. I see more and more casino like behavior and the time frame reduced to months. Example ELON. 12 to 100 in three month. Blink and your potential Gorilla is fully priced. By the time you all saw it ELON was in it's 40s. G

To: lurqer who wrote (20621)	3/18/2000 9:09:00 PM
From: sand wedge	Read Replies (3) \| Respond to of 54805

lurqer, I originally intended to take issue with Gregory's post until I reread that comment <<"dominance with a fluid like nature'>>>. While I don't agree with him that the GG has been solved, I do think he hit the nail on the head re: ORCL. They leveraged their database dominance into several new tornados. Time will tell whether they will dominate these new markets but the fact is, Orcl is participating in the winds of change. MSFT, on the otherhand, has not been able to leverage much beyond their OS and desktop application tornados.