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

To: Bruce Brown who wrote (29457)	8/5/2000 11:18:44 AM
From: JMD	Read Replies (1) \| Respond to of 54805

Bruce, forgive a newbie post but would appreciate clarification from you or others. I thought there was a book, specifically "The Gorilla Game", that formed the basis of this discussion group. Yet I see references to 'manuals' 'classes' and 'meetings'--apparently the book has morphed into multiple media? Thanks for your help. Mike Doyle PS--I'd jump on that 'cheap' $360/square foot home. I refused to pay $500/sf in San Francisco last year, confidently telling my wife that it was absurd (and I'm in the real estate investment business). Well, prices are now about $600 to $650--it's never great to be wrong but being wrong about a house with one's spouse involved is a real bummer. md

To: Bruce Brown who wrote (29457)	8/5/2000 11:43:34 AM
From: gdichaz	Read Replies (1) \| Respond to of 54805

Bruce: Thanks. Appreciate clarification that Johnson does not cover wireless and/or telecom. (BTW I was in no way "chastizing" him, I was just curious why he made no mention of wireless which clearly does many of the same things as IP/Broadband and will be an increasingly vigorous competitor in areas such as the "last mile") My point was that the intersection of wireless and the internet/intranet is where the most interesting (Dr J's term) possibilities lie and therefore a focus on the bridge itself is where to look. Sure look within IP/Broadband and within wireless, but it just seems that if that is all, then the compartmentalization is dangerous to investing health. Both Cisco and Qualcomm are focusing on that bridge (wireless to internet) coming from opposite ends. Cisco from IP and Qualcomm from CDMA/HDR(1xEV). Shouldn't we? You clearly look at both in your investments. Shouldn't the underlying analysis include both? Look forward to your comment. Any look at the "last mile" requires taking both wire (copper, fiber, cable et al) and wireless (wireless "fiber", broadband, the laughling called narrowband CDMA/HDR (1xEV), and satellite). Any other approach is like hopping on one leg - not a good race entry. (For example 1xMC is ahead of DSL as a desk top delivery system in speed and way ahead in ease of installation. HDR (1xEV) will increase the wireless advantage. So just looking at wire - cable, DSL, fiber itself, only misses the horse coming up rapidly on the outside in the race to the desktop) Then add the advantages of ubiquity - laptops, PDA, phones and location - the beach, in a car, etc. - and DSL is a weak reed indeed.) Agree that core transport is fiberland. Best. Cha2 PS And again, you have a major perception with your use of "age" as a means for "balance". Spreading that idea within the Fool would be a service, since then perhaps the Fool could add it to its bag of tricks which help investors understand and make the most of their analytical time.