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

To: chaz who wrote (32989)	10/10/2000 7:55:55 AM
From: Bruce Brown	Respond to of 54805

Bingo, Chaz. In addition to understanding or not understanding the network effect of the well known gorillas and kings, I wonder how many investors dig deeper than the AOL's, Yahoo!'s, Cisco's, Microsoft's, Intel's, Dell's, Oracle's, etc... of the world to invest in not so well known technology stocks. I was chastised at the Fool for making a statement about the 'average' investor not knowing about some of the emerging candidates or younger companies in technology early on and it was taken by another investor as being arrogant. That wasn't my intention. All I was really trying to say was that the 'average' investor who holds a portfolio of the most well known stocks (Gillette, Phillip Morris, Cisco, Procter & Gamble, IBM, BP or whatever other companies that could be seen as 'well known') probably hasn't heard of Wind, Brocade, Finisar, Extreme Networks, Maple Optical, Foundry, Avici, Cree, Gemstar, Network Appliance, etc... . That's why I jokingly said we should invite Vilar to the G&K board to see where his coins are scattered to capture the next $10 Billion. Regardless, the fact that the man has built a nice fortune and is sharing his wealth for something he loves is certainly a positive. Some very rich people supported Mozart in the 1700's and the fruits of Mozart's labor are still being enjoyed by the world today. The oil business in Texas supported a lot of wonderful things in the arts over the years. Now technology companies are supporting a lot of wonderful things throughout the globe. It's all a positive in my opinion. BB

To: chaz who wrote (32989)	10/10/2000 9:26:36 AM
From: gdichaz	Respond to of 54805

chaz: Second to Bruce's "Bingo". Agree that the general public, the "financial [sic.] press", and even more puzzling, Wall Street itself listens to the beat of a past drum - with some rumors or "flyers" thrown in for kicks. It is not so much a matter of raw intelligence as willingness to think outside the box as well as within - and go deep with due diligence - and this is especially limiting in technology investing. This does give an advantage to those here who spend the time and make the effort to dig in and then think. The Gorilla Game provides a very useful framework for those willing to use it. Also Bruce's idea of a mix of old and young is important IMO. Just sort of thoughts while shaving of course. Best to you, my predecessor chaz. Good you are back. Cha2