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

To: Don Mosher who wrote (29759)8/10/2000 4:26:15 PM
From: areokat  Respond to of 54805
 
Sure am glad I re-read the Frontier papers last night. Excellent summary and some interesting ideas in your "Implications for the Gorilla Game".

I suspect that many of the ideas introduced in these papers explain some of the favorable effects on stocks that the thread has analyzed in the past, i.e. lock-in, tipping points and network effects, even when OPA wasn't the answer to that stock's strength.
I'm looking forward to the continuing dialog.

Tom


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