Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Pirah Naman who wrote (38158)	1/19/2001 12:24:41 PM
From: Thomas Mercer-Hursh	Read Replies (2) \| Respond to of 54805

the requirements for getting on the list as a potential King kind of lend themselves to the accumulation of shiny pebbles on the list. Shouldn't that be covered by assessing their stage in the TALC. If they really are a shiny pebble, perhaps it is too early for them to be on watch and wait. Of course, one could have a third portfolio of interesting companies that we judge to be too early in their development to really know how they are going to turn out and thus reduce the issue about whether a particular company makes it in or not by giving it two different places to go. I might even consider adding new companies to this latter list during the year since the point for companies at that point in the TALC is not to be investing in them, but just to keep them on the radar screen.

To: Pirah Naman who wrote (38158)	1/19/2001 2:48:52 PM
From: JRH	Read Replies (2) \| Respond to of 54805

Pirah: Of course the main focus of the W&W is to begin watching potential gorillas and gorillas that haven't made it to the GKI for one reason or another. The problem with restricting the portfolio to only gorillas is the fact that, at an early stage, it is difficult to say whether a company is becoming a gorilla or a king. Take NTAP, for example. Many of the threadsters feel that it is a fine example of a gorilla due to WAFL, OnTAP, etc. , but some still think that it is 'merely' a king of NAS. So I think that we should leave the W&W open to potential Kings if some feel that it might have Gorilla DNA at an early or a later stage. To reiterate Frank's last post on the subject, the W&W is more of a feeder pool than it is a recommended investment list. So if a few shiny pebbles sneak in, their impact shouldn't be felt by 'real' G&K investors <gg>. Thoughts? Justin