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

To: Mike Buckley who wrote (21815)	3/30/2000 6:08:00 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

>> I do agree with you that when it is used for companies not yet in the bowling alley or in the case of enabling technologies, not yet in the tornado, that PV is just a fancy way of justifying story stocks that has no basis in Gorilla Gaming. Well said, Merlin. You've expressed the beliefs stated by John and me and other GG advocates in one concise paragraph (or was that one complicated sentence?). But when ErickErickson comes out with his next summary, we'll see that most of the recent posts on this thread have been aimed at Shiny Pebbles, not Gorillas. Even Project Hunt, which has the potential to be our finest effort, seems to be focusing on hot stocks rather than legitimate Gorilla candidates, and some of the reports have been disappointing in their lack of objectivity. We've got more brain power on this thread than ever, but less of a sense of purpose. It's either Thread Entropy at work or a failure of leadership on the part of the Elders. I'd like to encourage all Gorilla hunters to get back to the basics of the game. As for myself, I'm going to start reading the RFM tonight, right after I attend Goeff's presentation at the Santa Clara Marriot. I intend to refocus on hunting for primates, and quit getting distracted by Pebbles. jmho, uf