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

To: JRH who wrote (36778)	12/18/2000 11:43:15 PM
From: lurqer	Read Replies (1) \| Respond to of 54805

comments from the thread Care to propose a set of criteria to define the word - Potential. lurqer

To: JRH who wrote (36778)	12/19/2000 12:33:54 AM
From: chaz	Read Replies (1) \| Respond to of 54805

Sir Chartmeister, I think you've got "potential" in the wrong places...not in 1) or 2) but ok in 3). Unless things become completely unglued in the next two or so weeks, the W&W list will have once again out-performed the G&K list, while both have easily outperformed the NAZ. I'm not sure how much better you could make it, or how you might make it much better. There's one point of which I am certain. Collectively, this thread is far smarter than each individual. The discussions remain content rich with regard to individual companies, but if there is a shortfall, I feel it would be in our discussions and rankings of markets and their futures, as opposed to discussions and rankings of companies in them. The recent disection of INTC for example might very will hinge not on it's IP or architecture control, but upon the relative furture assigned to chips versus servers, so we might better be looking at where INTC will be most able to grow market share. This, for example, might explain why Lindy would put money into BRCD, and why Merlin would ask why he did that? I have no doubt Dancelot did so to turn a profit. It may not fit the Gorilla definition, but then, according to some here, Lindy might have put his money into INTC and aroused the same question. Chaz Chaz

To: JRH who wrote (36778)	12/19/2000 12:58:30 PM
From: Pirah Naman	Read Replies (1) \| Respond to of 54805

Justin: I agree with you. Aat the very least, I think it would be of benefit to us if for each member of the W&W list, we state or discuss where it is in the cycle, and what its potential is. e.g., WIND is enabling tech, still stuck in the bowling alley? This wouldn't be as good as Hunt reports, but we'd maybe get more participation. What do you think, is there a methodical way we could do this, so as to make sure each company gets covered? - Pirah

To: JRH who wrote (36778)	12/20/2000 1:54:05 PM
From: hueyone	Respond to of 54805

It looks like the G&K is only down about half of what the Naz is YTD. This is a very significant outpeformance of the NAZ---even though the G&K index is down. Also of potential interest to nit pickers, if Elon had been added to the G&K WW index at the price that it was when nominated on the close of March 13---$92 per share, rather than adding it to the index at the retroactive first of year price at $17.87 per share, the G&K index would be slightly outperforming the G&K WW index. Somehow it makes me feel a little better to have the G&K index outperform the G&K WW in a down year since in theory the G&K portfolio should be a little less risky. Thank you very much for keeping the charts. I look forward to seeing the new criteria for the G&K WW. Best, Huey