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

To: Rick who wrote (41767)	4/13/2001 10:40:35 PM
From: Rick	Read Replies (3) \| Respond to of 54805

It's interesting that the two examples given in the article I just posted are flawed. First, what does the history of the oil patch have to do with GG or even technology? And second, the fact that the Nasdaq took 2 1/2 years to recover from the PC spike has little to say concerning GG. Was that even longer than the rest of the market? And even if it was longer, so what, the Nasdaq isn't a Gorilla. - Fred

To: Rick who wrote (41767)	4/13/2001 11:28:52 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Am I experiencing deja vu all over again or have I totally lost it? A best-selling investment book entitled The Gorilla Game advocated buying shares in giant companies with virtual monopolies, with little or no regard for the valuation of such firms. Yahoo, Cisco and Intel were a few of the "Gorillas" that delivered earnings growth for a short period of time, but the stock prices of many of these companies are off more than 50 percent from their market highs. I'd swear that someone posted an article a couple of weeks ago, maybe more recently, that began with the exact wording above. Several of us responded to it. But the rest of the article Fred posted is new to me. Maybe this three-day haitus from the market didn't come a moment too soon. --Mike Buckley