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

To: Grantcw who wrote (25311)	5/24/2000 5:58:00 PM
From: Uncle Frank	Respond to of 54805

>> Or at least those who maintain that buying and holding gorillas forever is the key to investing No one here has ever claimed that, Chilly. The game is to hold Gorillas as long as their fundamentals are intact. I don't know enough about psft to comment. You might do better doing some dd on the psft thread. uf

To: Grantcw who wrote (25311)	5/24/2000 5:58:00 PM
From: kumar	Respond to of 54805

PSFT & Gorillas : Methinks, your question boils down to "the improvement in stock price aint X times others". Depending on one's purchase price, when it was purchased, and expected ROI Vs "delivered ROI", different folks would arrive at different conclusions. futile question, coz theres not likely to be a generic answer. cheers, kumar

To: Grantcw who wrote (25311)	5/24/2000 6:18:00 PM
From: Thomas Mercer-Hursh	Read Replies (2) \| Respond to of 54805

How does PSFT fit into the scheme of things? PSFT is a rather anomalous case. While a gorilla in HR, they have expanded the business far beyond HR without effectively leveraging on their HR gorilla status. This puts them in the position of being something of a niche gorilla ... depending on your views of the size and future of the HR market ... who has executed poorly on capitalizing on their gorilladom to create new tornados.

To: Grantcw who wrote (25311)	5/24/2000 11:08:00 PM
From: Jacob Snyder	Respond to of 54805

re: If PSFT is a Gorilla, is it an example of a Gorilla not outperforming the market over a considerable period of time? I don't think PSFT is (or ever was) a gorilla. As I understand it, a gorilla has to sell to a mass market. PSFT never got that far. They got stopped in the bowling alley. I looked at the ERP market last year (before I had read The Gorilla Game), and decided that PSFT was a company that was successful in one niche, but had failed in the attempt to expand beyond that niche. The gorilla in ERP is SAP, which is what I'm invested in. SAP has done very poorly, over the last few months. Longer term, it has been an excellent investment. I bought longest-term SAP LEAPs in 3/99, and, even with the recent sell-off, have doubled my money. I'm thinking of exchanging the 2001 LEAPs for 2003s (available soon). Everyone's list of gorillas is different. It is up to you to decide which stocks are on your list.