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

To: Bruce Brown who wrote (33198)	10/15/2000 9:56:16 PM
From: Judith Williams	Respond to of 54805

BB OT/bungling the bread Vignette of an operatic Yogi Berra reminded me of a wonderful book by Walter Slezak--What Time Is the Swan?--which recounts some memorable faux pas. When the mechanized swan in question did not stop for Lohengrin et al., an enterprising tenor didn't miss a beat and broke into a reprise on its possible return schedule. His fellow singers joined in to the delight of the students in the peanut gallery and the polite bemusement of the dress circle.

To: Bruce Brown who wrote (33198)	10/16/2000 1:16:11 AM
From: Seeker of Truth	Read Replies (1) \| Respond to of 54805

Bruce, I think it is Tekboy who is some AI creation, that doesn't really exist. Can you imagine somebody who is very busy with their first baby, comments frequently on our thread, and also finds the time to hold down his regular job? Obviously the programmers went overboard this time. Their creation is, for a change, unbelievable. Changing the topic, I've been struck by your remarkable success in picking young companies. But I think, unlike the gorilla game, your methods cannot be imitated. My experience with R & D is that even the people closest to the thing don't really know whether or how much it will succeed. It's usually one big gamble, often a much bigger gamble than top management knows about. Take Rambus for example. Recent reports from Intel suggest that the rambus memory chips were not tested thoroughly enough under realistic conditions. Their speed superiority may be an illusion. Surely the Rambus R&D people didn't predict that and how could an outsider do so? That said, of course people with a deep knowledge of a field can make a better guess about the probable success of a new product being developed than can an outsider to the field. So while the judgements can't be as certain as those for established gorillas they can be sensibly made by experts in the area who also understand the market for the product. I congratulate you on your success in zooming into the expertise in each area. However it would not be possible for me and I suppose there is no general algorithm like that of the gorilla game. One simply must acquire a deep understanding in area after area. With a recognized gorilla there is less research to be done and there is also less chance to make money via an enormous expansion of the Price/anything ratios.

To: Bruce Brown who wrote (33198)	10/16/2000 4:02:32 PM
From: Dr. Id	Respond to of 54805

I did enjoy your post, by the way. It was a very creative effort. So creative, that you convinced one guy that I don't exist. BB Who really wrote this? Tekboy, that was a brilliant headfake. Bruce Brown is the Tony Clifton of SI (or is tekboy the Tony Clifton? I'm confused...) Dr.Id@makethattwoguys.com

To: Bruce Brown who wrote (33198)	10/17/2000 4:49:47 PM
From: StockHawk	Respond to of 54805

You've got a Fool convinced I don't exist and he's calling me a fraud This reminds me of a situation on the SNDK thread. Someone wanted to know how Ausdauer knew so much and Aus wrote an obviously joking post saying that he was working for SNDK. Someone believed it and got all upset and set about to "out" Aus as a paid poster working for SNDK, using the joke post as "proof". It's amazing what some people will believe. StockHawk PS. The extraordinary effort you went to to prove that you are a real person actually seems to confirm that you are a post-bot. No real person would go to that much trouble.