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

To: Uncle Frank who wrote (38549)	1/28/2001 3:45:40 PM
From: Thomas Mercer-Hursh	Read Replies (2) \| Respond to of 54805

I would guess that the title was chosen solely as an attention grabber. Makes one wonder if the time will come when we will have to adopt some label other than The Gorilla Game because that will have become so polluted with other references as to be rendered a meaningless referent.

To: Uncle Frank who wrote (38549)	1/28/2001 3:46:41 PM
From: areokat	Respond to of 54805

IPO’s, Venture Capital and Nasdaq performance. I’m reading an interesting book call The Coming Internet Depression by Michael J. Manoel. Naturally the comparison is between the 20-30’s period and the 90’s-? period. The similarities are drawn between the developing automobile industry and the developing “New Economy”. Whether or not his premise of an Internet Depression holds up I did find the chapter on “The Tech Cycle” interesting from a GG angle. In this chapter he presents a chart showing a correlation between the percentage change in venture capital and changes in the level of the Nasdaq (tech stocks). When venture capital dries up, IPOs decrease, and start-up companies with innovative idea can’t find the financing need to sustain them therefore there is less high tech innovation (I would think more so in respect to discontinuous innovations). This would lead me to think that if this year is a year that venture capital availability will be drastically reduced (author leads you to this conclusion) , wouldn’t it also suggest that competition will be less for gorillas, gorilla candidates and Kings? That many market leaders will be improving their competitive advantages? Anyone else read this book? I chose the book based upon its depressing title (LOL) which went along with my attitude toward the market but found some ideas worth considering. Kat