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

To: Uncle Frank who wrote (21972)	4/1/2000 10:12:00 AM
From: npiwovar	Read Replies (2) \| Respond to of 54805

Uncle Frank, I believe that one of the greatest benefits from this board is the information it presents to its members.Knowledge can only make us more prosperous investors.Having said that I believe that you are absolutely correct in trying to limit the scope of this board to its original intent.There is so much going on in the high tech field that there will be no lack of material for this board to present and analyze.One other thing.As a relatively new investor I have tried to concentrate my major holdings into what have been acknowledged here as gorillas and put lesser amounts into emerging gorillas.This last week has been nerve wracking for me and I'm sure other relatively new investors.Without the confidence gained by RTFM and studying the posts on this boards,I might have panicked and sold stocks I shouldn't have instead of holding the course.I am always ready to learn about new technologies and love hearing about future gorillas but after all Gorilla Gaming is first about about obtaining the highest profits with the lowest risk in high technology. Neil

To: Uncle Frank who wrote (21972)	4/1/2000 9:52:00 PM
From: tinkershaw	Read Replies (2) \| Respond to of 54805

I'm sure you're sincere in that last statement, but that doesn't belie the fact that you have made inaccurate statements. continuing to argue the point after you have been proven wrong doesn't enhance your credibility on this board, and neither did your earlier post on LEAPS theory You know when I did my post on ABGX and MEDX I expected a few posts to pop up discussing the merits or lack thereof. What it ended up as instead was something closer to a personal attack than an evaluation of the merits. And if my thesis is totally flawed and something so idiotic that only a baboon could be stupid enough to present - Fine, criticism on the merits is welcome. Unfortunately that is not where the discussion went. It went more like, can't attack the message attack the messenger. There was some attempt in examining the idea but in the end it turned into a criticism of me personally. (1) I brought up the Q price data because someone brought up the argument that price volatility had something to do with G&K evaluation. This of course is irrelevant to G&K investing. I don't keep an army of fact checkers, I was responding to several responses at one time, and I did not know of any source that kept intraday high and low prices, just end of day. So guess what, I went from memory on the Q price. Whoops, I was $5 or $6 off (5% or less). Didn't make a darn bit of difference regarding the merits of the argument or the point. But sure did redirect the topic to - Shaw has no credibility and so forget the merits of anything that might have been said. Then Uncle Frank continues to pummel me with what he regarded as an erroneous LEAP comment. (2) Well, I own Roth's book. I direct Uncle Frank to the front page and the back page of the book where a graph of the LEAP time value deterioration is drawn. Note that up until about 4 months to go time value only slowly dissipates. Dissipation does not start to become extreme until 4 months are remaining. I believe what I said on the statement was "until about the middle of the year" or to the effect. That is well before this 4 month limit and not at all erroneous. But quick to jump to a conclusion, to attack the messenger. Look, this is a great thread, and a lot of good things are done here. But if someone presents in good-faith a "dangerous" idea that provides evidence of open, proprietary enabling technology, value chain, Tornado watch, etc. It is as if a sin of heresy on the church has been committed. Clearly, as the market stands these two companies will suck in a good majority of the wealth in the industry (if any wealth is to be created). The manual states to buy enabling technology companies at the beginning of the Tornado. To buy in a basket. That is what I did. I bought a basket of the two companies with the enabling technology in that market. There may well be reasons why using G&K to analyze this market is inherently flawed. Maybe G&K is truly only an effective tool in electronic markets. I don't think so, but that may be the case (despite things such as seeds being listed as potenial Gorilla hunting grounds). And it is perfectly appropriate to limit the thread in that manner. It is not my thread. But right or wrong I do not think we ever really reached that point in the discussion as the discussion veered in ways that I am not comfortable with. I can talk dogmatic Gorilla investing for days. But sometimes I like to stretch ideas and concepts. Expand the horizons. That is what I did here. Clearly it was not welcome by many (although this was not a universally held opinion). But it was totally inappropriate to turn the discussion onto the messenger rather than the ideas presented. Attack my ideas I thank you. I don't feel this was the case. Tinker