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

To: Paul Senior who wrote (35493)	11/28/2000 1:58:00 AM
From: kumar	Respond to of 54805

I agree, yet disagree with your statements. As an example : I have investments that are way out of the G/K spectrum. I use different metrics to evaluate them (and dont bring them up for discussion on this thread). I learn/understand my G/K investments on this thread. cheers, kumar

To: Paul Senior who wrote (35493)	11/28/2000 2:31:47 AM
From: chaz	Read Replies (1) \| Respond to of 54805

Paul, In your opinion, I gather, people shouldn't rely so heavily on GG's that they miss other opportunities. Allow me to express a thought or two. First is that, with some investing experience behind me, I chose to become a GGer because it was so suggstive of my profesional career that I felt especially at ease with the game's concepts. I couldn't say that about finance, transportation, drugs, retail, etc. It's tough enough to learn an industry well enough to invest intelligently in it...enough so that I suspect many of us are unwilling or unable to commit time to learning several industries. I certainly recognize that there are wonderful investment opportunities in other fields, but I just don't want to use my time digging them out when what I feel comfortable with is also not going to go away, ever. Technology will always march. Not diversified if I'm 100% technology? I couldn't disagree more forcefully with that notion. Fiber, memory, wireless, CRM, networking, chips...these are subsets within technology each unlike the others. Learning each is a challenge, studying them all is a full time pursuit, and I believe that in each group, there will be huge opportuntities going forward. That is sufficient reason for me to concentrate in a volatile field and feel conservative while I'm doing it. There's ample room somewhere for investors of every possible stripe, but please be aware that our stipes are not like yours, and you have no place suggesting that we're wearing ours incorrectly. I would not chastize you for feeling as you do about YOUR investment programs, but that runs the other way as well. You may have missed it, but this is a unique thread...research is freely shared, many of us know one another personally, and for the most part, we are of one mind about the opportunities in finding superior technology investments. Spot reading us, as perhaps you have done, can be, probably is, very misleading. Until you've read a sequence in which we dissect a company, or build a gorilla "case for", you can't possibly know how valuable this thread has been for all of us. Respectfully, Chaz