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

To: LindyBill who wrote (31618)	9/15/2000 2:08:10 AM
From: tekboy	Respond to of 54805

Could it be that this was never a very well fleshed out concept, which he may intentionally allow to fade away? You have nailed it, Apollo. This idea just did not hold together for analysis I'll defer to others on this, particularly BB who has thought the issue through more thoroughly than anybody, but my gut feeling is to agree with Lindy and Stan. The discussion of the internet sector in the RFM struck me as a bit "jump on the hot trend"-ish, almost as marketing hype designed to increase sales by jumping on the inutz craze that had taken off after the first edition came out. Then when the inutz crashed the concept was no longer sexy or necessary so it fell by the wayside. I think something similar happened with Fault Line, by the way, with regard to the valuation issue. I mean, all last winter the Naz skyrockets to unprecedented heights, and nobody can explain what's going on (aside from the bearish clown-killer types). So what does Moore do? He comes out with a new book justifying those valuations and even using them as evidence for the wisdom of the market in understanding the new world in a way old fogies did not. Unfortunately, as with the godzilla stuff in the RFM, the problem was that the trend had peaked by the time the text appeared, making those passages read a bit differently now... BWTFDIK... tekboy/Ares@ofcourse,maybeI'dfeeldifferentlyifQwasat260ratherthan60.com