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

To: Thomas Mercer-Hursh who wrote (30719)	8/29/2000 7:20:20 PM
From: Judith Williams	Read Replies (1) \| Respond to of 54805

<<With all due humility, I'd like to suggest that the overlap between value investing and GG is just that, an overlap, and a somewhat accidental one at that.>> Accidental in the sense that whenever one makes an investment, there is a perceived value appreciation there. How that is measured is the sticking point. Whereas value investors take the linear approach and extrapolate patterns from assets that the market currently underappreciates, GG's look at a dynamic system in which the technological lock-in may have geometric returns--the networking effect and the notion of increasing returns--that the market does not sufficiently appreciate. As one of those technologically challenged, I find the GG approach particularly helpful. While I may not be able to understand the ins-and-outs of the SAN/NAS argument, I can easily recognize the "lock" that WAFL presents.