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

To: Mike Buckley who wrote (37420)	1/3/2001 9:52:23 AM
From: johndelvecchio	Read Replies (1) \| Respond to of 54805

Hi Mike, I think it comes under the category of: if you're going to tell people what you know, no one will buy your book. If you write the book, you can't charge people for what you know. And in Maubossin's case, if you tell the financial community how to do they're job and if they finally start doing it, you, your employer and your clients can no longer as easily take advantage of the market inefficiencies. I disagree. If I can't learn from the book, then I wouldn't buy it either. That's why bookstores are so useful. His reports are free, so I am not complaining too much. I only hope that his book goes the extra step and actually shows application. BTW, even analysts at his own firm, CSFB, have questioned the usefulness of his stuff (maybe he has a hard time teaching it to them too). Lise Buyer, who became famous as one of the first Internet analysts (and a pretty good one) was pretty critical of his stuff. Some others have been too. Again, I find it interesting that he and Rappaport use the same techniques, yet came to exactly the opposite conclusions on AMZN (buy vs. short). Maybe that happens a lot. I don't know lot. Finally, my latest on Siebel: fool.com Best, John