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


To: Eric L who wrote (30291)8/22/2000 7:12:34 PM
From: Bruce Brown  Read Replies (1) | Respond to of 54805
 
... and as "Dashing Mike" suggests, I think that Geoff would indeed feel complimented by the thought that one would think that "he follows trends more than he predicts them." That is what he professes to do, and in his consultancy he suggests that corporations recognize these trends and adopt a suitable reaction.

After following and participating on the Gorilla Game listserv digest that Bill Meade runs and Geoff posts to on occasion, I cannot think of any circumstance over the last year and a half I've been reading that list where Geoff was anything but the most constructive, courteous and responsive individual in his posts - no matter what the occasion or subject. Reading what those of you who've had the fortune to meet in him in person have written certainly confirms what I've observed through his written interaction on the listserv from day one.

BB



To: Eric L who wrote (30291)8/22/2000 10:29:22 PM
From: DownSouth  Read Replies (1) | Respond to of 54805
 
For the balance sheet junkies among us, here is a nice discussion about the ways CSCO and JDSU do some earnings accounting wrt purchases of other companies:

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