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

To: mauser96 who wrote (27105)	6/30/2000 1:13:53 AM
From: Mike Buckley	Read Replies (5) \| Respond to of 54805

My thinking about the advantage gorilla gamers have is that it will be gradually diminished during long bull markets fostered by reasonably consistent growth in the universe of high-tech companes. When that sector enters a full-blown, unadulterated recession the advantage will be greater than when the manual was first published. Why? Because gorillas and the leading gorilla candidates will become stronger relative to their competitors in a recession. They will start out the recession with far more cash and a stronger value chain. They will use those two resources to subsume competitors weakened by a recession and to build long-term relationships with customers that will pay off handsomely once the reccession ends. They will use long-term strategies their weaker counterparts simply don't have the time to use because they, coming from a weak position, are correctly dealing with short-term urgencies. Those weaker players would love to have the luxury of dealing with their issues on a long-term basis but it's a luxury only their stronger competitors enjoy. While that recession occurs, we gorilla gamers will be reminding each other daily (just as we have during the recent tech wreck) of all the above. We will recognize the advantage gorillas take on during a recession. When everyone else is selling their stocks and buying government-guaranteed bonds, we will be calmly holding our positions and adding to them. When the recession ends, we will have an advantage of monstrous proportions. My opinion. --Mike Buckley