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

To: EJhonsa who wrote (29269)	8/2/2000 12:25:20 PM
From: Don Mosher	Read Replies (1) \| Respond to of 54805

Eric, I can assure you that I was not trying to show that I was an ex-professor. Is that your form of flattery? Nor would I ever imagine that I had much, if anything, to teach you about investing; I am not good enough for that. Nor do I think that you are an indifferent student of Moore. If you want to understand my intent, then I suggest you re-read what I wrote. I tried to make it interesting and complex enough to slow your lightening fast mind down; sorry, if I failed. The time I took in writing it is an indirect compliment to your conscious talents. Your conscious mind is exceptionally intelligent, but your unconscious mind is even smarter. I am wondering if you recognize the immense wisdom it may have or if you are just focused out and not in. You did notice and mention symbolism. Some say that symbolism has deep meaning. Did you find any? I will pray that Kuan Yin watches over you. With great respect, Don

To: EJhonsa who wrote (29269)	8/2/2000 12:31:37 PM
From: DownSouth	Read Replies (1) \| Respond to of 54805

This is where I'd push a "common sense" approach rather than analysis only by means of using terms "proprietary open architecture" and "discontinuous innovation." Eric, to me, OPA, BTE, and DI are built upon a common sense approach to investing. These are the paradigms that make sense of a market, a product, and a company. Without them, I have insufficient means to look at a potential investment. "Common sense" is the starting point for investment analysis. Possession of common sense is required of the investor. Without common sense, the investor will not be able to construct the models and perform the due diligence required to compare those models to the potential investment candidates. With common sense an investor can use such paradigms as provided by Moore and his predecessors to use a common language and means of analysis that make analysis more efficient and meaningful.

To: EJhonsa who wrote (29269)	8/2/2000 2:35:11 PM
From: gdichaz	Respond to of 54805

Eric: Curious whether what technology a company is in is an early consideration for you as a filter or not. For example, I once concentrated in chips, then software, then networking and now in telecom with specific emphasis on to wireless and fiberoptics. I tried to learn about the technologies and then pick leaders within. At my energy level, I find trying to keep up with wireless and fiberoptics and the leading companies therein thoroughly enough to give me a comfort level sufficient to sleep well at night all I can handle. Clearly you do not have that limitation, but how do you weight the growth prospects of the overall technology or area a company is in in choosing that company? Would very much appreciate your views as to the importance and/or priority which is appropriate as a practical matter to an evaluation of the future potential of a technology itself as such within your exercise of choice. And how important it is to understand as best you can the area of technology within which a company you propose to select - the setting so to speak. (Realize I am fumbling at trying to state basically the same question - articulateness is not my forte - hope the gist is clear) Best. Cha2 PS In fairness, you should know that this request for your views is mostly for my benefit, since it seems not to be considered an essential element of GGaming.