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

To: Boplicity who wrote (20807)	3/20/2000 12:32:00 PM
From: DownSouth	Respond to of 54805

Odd. I merely asked you to support your contentions for ORCL and your pick for the fuel cell industry. If your done "explaining yourself", fine. I was asking you to explain the details of your conclusions, not of "yourself".

To: Boplicity who wrote (20807)	3/20/2000 12:54:00 PM
From: chaz	Respond to of 54805

GREG: You're in a snit that has blinded you. DS, Freeus, and myself have each asked you to post in our terms, and I've invited you to consider presenting in HUNT formats, and now so has DS. No one is asking you to depart smartly, but we are all asking you to give us substance, not touts. What is so impossible about that? You've read the manual, I'm sure you know what discontinuous means, and you tell us of tornados that you can see. Great...explain why you feel fuel cell technology fits that description and we'll all listen carefully. But not the way you're doing it...evidence: dollars changing hands in the market, units shipped, patents, shares of market...just good old hard evidence.

To: Boplicity who wrote (20807)	3/20/2000 1:28:00 PM
From: John Stichnoth	Respond to of 54805

THREAD--The strengths of this thread include: 1. Participants have all read The Gorilla Game, and thus have a common point of reference with which to think about and discuss stocks. 2. There is an explicit agreement among participants that we will confine our discussion to stocks which are existing or potential Gorillas or Kings, as defined in the manual. 3. Discussion of stocks is done in terms put forth in Gorilla Game. That means things like "tornado", "barriers to entry", "discontinuous innovation", "network effect", etc. 4. Participants go back and forth at each other, attacking ideas, not people. We may have taken our eye off the ball here. The goal is to uncover attractive investments, using all the tools put forth in the manual. We should feel free to add our own criteria, but not at the expense of ignoring GG principles. (This is why we all should be explicit when we are proposing a non-Gorilla/King issue). 5. Participants agree not to contribute too much to thread bloat. (This item put forth to soothe tekboy's ruffled feathers. And, it certainly hasn't been a strength lately!) Greg--I do believe that you are being drafted to put forth an analysis of BLDP! As a former BLDP holder, I look forward to your report. Of course, be prepared to defend your analysis! :o) Best, John