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

To: Mike Buckley who wrote (24951)	5/18/2000 12:31:00 AM
From: Thomas Mercer-Hursh	Respond to of 54805

One of the things I love about this thread is that there is a solid, understandable, sensible, organizing core and around that core there is a diversity of perspectives which add depth and contour to that core vision. Keep it up Mr. Buckley, you are one of the stronger lights in that range of perspectives. It is very hard to argue that adding your perceptions to that of the core vision followed here will do anything but make us better investors.

To: Mike Buckley who wrote (24951)	5/18/2000 10:23:00 AM
From: alankeister	Read Replies (1) \| Respond to of 54805

Regarding Clayton Christensen, he spoke at my office last month. I came away enlightened. I agree his book is a must read for investors. It can help investors identify discontinuous technologies and project how companies can take advantage of them to overrun established market leaders. His book is called "The Innovator's Dilemma: how new technologies cause great firms to fail". In his talk, he said he should have named his book "The Innovator's Dilemma: how trivial technologies cause great firms to fail. I won't go into detail about why he thinks that. It should be obvious from his book. There is a video of Professor Christians talk and a Gilder talk online at today.askmerrill.com - Alan

To: Mike Buckley who wrote (24951)	5/22/2000 6:24:00 AM
From: chmang	Respond to of 54805

Good Morning, I've been lurking here for a while and I 'd like to thank very sincerely all the thread elders and regulars for the great inputs and the help it represents for newbies like me. I've started investing in US tech stocks in Sept 1999, so my horizon is very limited. There's a question I'd love to ask to experienced tech investors like you, even if it sounds silly or pretentious: What do you think should be a reasonable expectation for the average annual return over the next five years of a G&K portfolio like the thread one? It really would help me to know your personal feelings; One has to make assumptions when planning personal finance and allocating savings.... Charles P.S.: Before you ask, I did read the RFM, understood 30% , but fortunately, I found an old copy of "dans l'oeil du cyclone", it's great stuff!