To: Mike Buckley who wrote (40195 ) 3/10/2001 3:13:32 PM From: hueyone Read Replies (2) | Respond to Mike, I apologize for not singling you out for repeatedly making comments about valuation over the last year. However, after having read this thread for a year, I tend to find this series of exchanges beginning with this initial inquiry by Substancep as typical of the thread of almost summarily dismissing newbies concerns about valuations. Yet, most of these responses have been consistent with Gorilla Gaming as promoted by the manual. siliconinvestor.com We are new to Gorilla Gaming. Every G&K company on this board's lists except MSFT and INTC have P/E ratios greater than or equal to 100. I think you need to decide if you want to be a value investor or a Gorilla gamer. If it's the latter, stop reading articles about investing techniques and start searching for great investments. If you study TRFM you will see that measures of valuation are pretty meaningless to a ggamer. So filtering through PE ratios for potential G/K investments is pretty much a waste of time. Filtering by such quantitative techniques will filter out the very g's and k's (and candidates) for which you are searching. Message 13214702 warn investors that they need to come to their own careful and well thought out conclusions as to whether now or any other time is a good time to start a position in these stocks--while, as Tekboy suggests, carefully assessing their individual tolerances for risk. In my opinion, The Gorilla Game manual severely understated the risks of Gorilla Gaming---at least with regard to applying to the turn of the century. Finally, and perhaps most importantly, the YOU that we have uppermost in our minds is a private investor who is turning to the stock market to provide for your family's future. Far from being independently wealthy, we expect you to have modest capital at the outset and to be deeply concerned about not losing it. As a result, we are going to define an investment strategy that is, at its heart, inherently conservative. That is to our mind the real purpose of the gorilla game - to help private investors participate in the rewards of high-tech stock gains while standing clear of the market's unnerving volatility.
