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

To: Joshua Corbin who wrote (35515)	11/28/2000 4:54:10 AM
From: Mike Buckley	Respond to of 54805

My apologies Joshua. I had remembered that you wrote that USR was a gorilla when in fact you wrote that it was either a Gorilla or a King. Think PC storage c. 1996. Syquest was defeated and CD-Roms hadn't arrived yet. People started passing around Zip disks like floppies. CD-Roms weren't available in 1996? I was an investor in Iomega during that heyday. Prior to 1999 that investment was either the most successful or second most succsful investment I had made. It remains one of my most successful investments. I disagree that people had started passing Zip disks around like floppies. Just the opposite, there was much discussion in a thread I followed religiously that Zip technology could not become the standard until they could be passed around like floppies. One of the people in our thread asked the CEO (Kim Edwards at the time) the price point that was needed for that to happen. He disagreed that it was a function of price. Might [Iomega] not have made the G&K Index of 1997? Possibly. I really don't know. Personally, I don't look at the G&K Index because it has no value for me other than as a list of stocks to consider as a point of departure for further research. I've nominated a couple stocks to be included in the index in the spirit of community mindedness, but other than that I don't know what motivates people to nominate companies. I certainly hope that once companies make the list, people don't automatically buy them. Therefore, I don't understand the point you're making. I'm missing something. --Mike Buckley