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

To: Mike Buckley who wrote (29390)	8/4/2000 2:07:19 PM
From: TigerPaw	Read Replies (1) \| Respond to of 54805

are we entering the broadband “tornado” I spend more time than I should associated with 10-16 year old boys playing games across the internet. In the past year the number of these kids playing via cable modem or DSL has skyrocketed. I'm sure it's not the kids that are buying the modems, so there must be a very quickly growing number of homes moving to these technologies. TP

To: Mike Buckley who wrote (29390)	8/4/2000 3:28:47 PM
From: Dibbs	Read Replies (1) \| Respond to of 54805

That interview of Paul Johnson is a must-read for any Gorilla Gamer. Mike, Thanks for pointing this out. There's only 2 companies that I'd heard of, Juniper and Brocade, and then only in the vaguest terms. I guess it's time for me to start investigating this area. I wouldn't want to miss out on a trillion dollar market <g>. Ian.

To: Mike Buckley who wrote (29390)	8/4/2000 5:19:16 PM
From: Pete Mimmack	Respond to of 54805

FCC numbers on how fast broadband grew last year from news.cnet.com The number of cable modem subscribers jumped by 150 percent in 1999, while high-speed telephone line services shot up 380 percent last year, the Federal Communications Commission said today. But that growth was still mainly in high-income areas, threatening to leave rural and inner-city neighborhoods behind, commissioners warned.

To: Mike Buckley who wrote (29390)	8/4/2000 5:27:43 PM
From: Seeker of Truth	Read Replies (1) \| Respond to of 54805

Paul Johnson recommends, as does our manual, the purchase of a basket of gorilla candidates. There is a big problem with that now. We all know that various stocks have gone up 50,60, even 100 times in the last decade. But they started with quite modest price/earnings ratios. The candidates that P. Johnson is talking about are losing money or else are selling for 300-400 times earnings. The chance of growing 50 times in 10 years from that level is zilch, in my opinion. We should rather think of 5,6 or 10 times. But if that is the best gain from a candidate, and we know many candidates fall by the wayside, then it will be more profitable to buy only proven gorillas. I think the gorilla game should be revised accordingly in these times. Other opinions?

To: Mike Buckley who wrote (29390)	8/4/2000 5:39:46 PM
From: Apollo	Read Replies (1) \| Respond to of 54805

Thanx for the article on Next Generation Network.....ie, the buildout of the internet. It's clear that Paul Johnson has a high opinion of Juniper, which Bruce Brown has mentioned. Can anyone give us an overview of Juniper, which seems to be taking market share away from Cisco? Apollo

To: Mike Buckley who wrote (29390)	8/4/2000 5:54:28 PM
From: gdichaz	Respond to of 54805

Mike: Many thanks for drawing our attention to the most substantive author of the Gorilla Game IMO. Of the three I found his sections most helpful even though Geof Moore is a fine provider of structure, analysis and editing. The skills they bring to the book are different. Therefore I was particularly interested that there is one major area untouched in his views of "broadband" - wireless. We all remember that Geof Moore missed Qualcomm early on. Paul Johnson is missing the entire wireless leg in "broadband" - at least if this interview accurately reflects his views. He is tied to wire. The result is that while he has some excellent ideas and comments on the areas he covers, he missed a major area - the potential of the wireless / internet/intranet nexus. Curious. Perhaps it is because of the term "broadband" which leads many people to exclude CDMA/HDR (1xEV) potential, since the FUDsters and establishment have consistently dismissed Qualcomm's technology as "narrowband". Most interesting. Does anyone here know if Paul Johnson has had any experience working with wireless companies? The gap in his summary is astonishing - but then, so was Geof Moore's failure to recognize Qualcomm as a gorilla until pushed. Comments? Best and respect. Cha2 PS Note he suggests the use of "baskets" early and then concentrating on the emerging leader. Completely consistent with the Gorilla Game book, no?

To: Mike Buckley who wrote (29390)	8/12/2000 1:35:04 PM
From: StockHawk	Read Replies (1) \| Respond to of 54805

re: Buffett-pleasing high tech, Paul Johnson and SNDK Another article about Paul Johnson. I don't recall where I saw reference to this article, but I think it was on this board. Anyway, it is titled "Can value be found in any tech stocks today?" and it is about applying Warren Buffett's criteria to tech stocks. "Can today's long-term investor hold true to the values of Buffett while also partaking of the great tech-stock boom?" ... "Johnson certainly thinks so." The article later reaches this point: "So what does Buffett look for in a company–and how can his reasoning be applied to today's market leaders? Primarily, it's the ability to employ large amounts of capital at very high rates of return. There are many ways of measuring this, but one is by calculating a company's return on invested capital (ROIC). This gauges how much cash a company generates in after-tax profit vs. how much money is put into the company..." The full article is here: usnews.com After reading the article I wanted to find a site that measured Return on Invested Capital. Success! Anyone interested in Return on Invested Capital (ROIC) as well as Return on Equity (ROE) and Return on Assets (ROA) should check out this site: quicken.com It is set to show a comparison of SNDK to its industry using the above 3 measurements. Other tickers can be inserted. I also took a look at the numbers this site generated for SSTI, QCOM, JDSU, NTAP, SEBL AND GMST. SNDK is showing the best numbers. StockHawk