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

To: chaz who wrote (36783)	12/19/2000 1:44:23 AM
From: Mike Buckley	Respond to of 54805

Chaz, 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. Good point. Just to make sure nobody is accidentally mislead, the reason I participate in discussions about whether this or that company is a gorilla and why I regularly conduct the survey about whether or not Gemstar is a gorilla, is because I believe a thorough discussion about one company helps us identify the same characteristics (or lack of them) in other companies. explain why Lindy would put money into BRCD, and why Merlin would ask why he did that? There's SO much evidence that most of us have increased our net worth by investing in companies that are young gorillas or kings in the early part of the growth curve or leading candidates for gorillahood or kingdom that I really don't understand why someone would take on the added risk in betting on a company we don't believe has a shot at becoming a king or a gorilla. If Lindy told me that company X was probably going to be the next gorilla of a huge mass market and I completely disagreed with him, I'd still easily appreciate his reason for investing in that company. With everything we've collectively learned in the last couple of years about risk and opportunity, choosing to take on greater risk for less opportunity during such increasingly volatile markets seems to defy the essence of Gorilla Gaming. If we defy the essence of it, why take the time to learn about it? It's no big deal. Just my take on things. --Mike Buckley