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


To: tekboy who wrote (24529)5/11/2000 9:09:00 AM
From: Mike Buckley  Read Replies (2) | Respond to of 54805
 
I'm surprised to see that Moore says the B2B exchanges have not yet crossed the chasm. I don't follow the space enough to have an opinion, but I had the impression that most people here feel that companies such as Ariba and Commerce One are already in the tornado.

Bruce and anyone, your thoughts please?

--Mike Buckley



To: tekboy who wrote (24529)5/11/2000 11:51:00 AM
From: rushnomore  Respond to of 54805
 
re: Moore on B2B; Gorilla Game

Tekboy et al: For me, perhaps the biggest appeals of the Gorilla Game compared to any other investment strategy I know are that it is clear, logical, and based on actual business practices and results. The article "Approaching the Chasm" by Moore which you posted is an example. With this strategy I feel more confident and less anxious over the day-to-day behavior of the stock prices. Many thanks to all of the contributors to this forum.

That is not to say that I don't check my stocks every day; I do, but without a lot of concern for the short term action. And I check the messages in this forum every day just to keep from being hundreds behind like last week after coming back from vacation.