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

To: Yamakita who wrote (31294)	9/9/2000 12:04:31 AM
From: tekboy	Read Replies (1) \| Respond to of 54805

all true, but-- something of a hatchet job, IMHO. How can one tell? Well, note the space accorded this: "On message boards at Silicon Investor and the Motley Fool, serious GGers attempt to apply the principles of the book to their own technology investments with a zealous rigor, debating whether or not a company is an alpha-male gorilla or merely a king--a decent company with a lead on the competition." and this: "Some Gorilla Gamers are indulging in the same oversimplification, labeling any company with a vaguely appealing idea--or a zooming stock price--the next king of the jungle. In late February, for example, one excitable regular on the Silicon Investor boards started a discussion group devoted to Ventro, which he called a "B2B Gorilla in the Making." This up-and-comer quickly devolved into a came-and-wenter. It peaked soon after the discussion thread began and then lost some 95% of its value in a matter of a few months. Another company I've seen tagged a gorilla is Xcelera. The stock spiked after technology guru George Gilder praised its Internet caching products. It's now down 32% this year." Gee, wonder what massive tomfoolery balances out 30,000+ posts of lucid brilliance and wit? well, take a look: Subject 33572 tekboy/Ares@hell,mythreadislongerthanthatone,andnoonewritesaboutme.com

To: Yamakita who wrote (31294)	9/9/2000 12:16:30 AM
From: lurqer	Respond to of 54805

While it's hard to argue with anyone who plays a game like this without knowing the rules is sure to get the short end of the banana, the quote The book's cartoonish nomenclature and memorable catch phrases practically beg to be misused. changed the fruit metaphor and made me want to give a raspberry. lurqer

To: Yamakita who wrote (31294)	9/9/2000 3:04:03 AM
From: Seeker of Truth	Respond to of 54805

Stroll by any message boards devoted to tech investing.. and you'll find them talking about gorillas??? Yamakita-san, if this guy weren't just exaggerating to make his story more appealing then we would be in some difficulty, to wit all the recognized gorillas would become overpriced because every message board would be referring to them. But look at QCOM, FUD keeps it relatively cheap. Also the junk about "better get into XYZ fast it's going to triple this week" flows like Niagara Falls. It's not on our Uncle Frank's thread but it sure is almost everywhere else. It overpowers all serious discussions. I think the gorilla game is too long term for most posters on boards, who either are, or think like, 14 year olds.

To: Yamakita who wrote (31294)	9/9/2000 12:42:39 PM
From: MarkR37	Respond to of 54805

<font color=green>"Problem is, many of them have no idea what they're talking about." Sounds like a challenge to me Mr. Futrelle. Why don't you construct a methodology of how to make money in the stock market and publish a portfolio that meets the criteria you have laid out. I'll bet you that our G&K portfolio will trounce you over the next three years.