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

To: Uncle Frank who wrote (43268)	6/6/2001 4:18:03 PM
From: Pirah Naman	Read Replies (1) \| Respond to of 54805

uf: Shouldn't we be giving the other authors their dues on this? GM seems to be more of a lightning rod for comment because he is more public with his thoughts, but P. Johnson and T. Kippola certainly deserve some credit/blame. The fm has taught us which companies to invest in, but not when. It's totally geared towards investing with no consideration of divesting. I think the book does say when to buy and sell. I don't necessarily agree 100% with the criteria, but I think it is fairly self-consistent. Maybe I am not understanding your criticism? - Pirah

To: Uncle Frank who wrote (43268)	6/6/2001 5:04:33 PM
From: Thomas Mercer-Hursh	Respond to of 54805

there are some areas where it is deficient due to ommissions. Which is what I was getting at when I said influence Moore to provide a more complete discussion in a future version. And, actually, I think that we might like him to leave out a few things as well as adding some in!

To: Uncle Frank who wrote (43268)	6/6/2001 8:40:51 PM
From: chaz	Respond to of 54805

uf, If we were to see some commentary from GM et al. on the when to buy and when to divest, I suspect it would be so full of imponderables and variables as to be generally difficult to use, if not impossible. Where does he start? With fundamentals? There were plenty of signs in the financials that IBM was due for a toasting. With out-of-kilter valuation? What's out-of-kilter and how do you arrive at it, and how do you apply it to companies in different parts of the technology market? Would we have logically expected a decline in cap ex to affect EMC as much and at about the same time as it did Nortel or Lucent? With market forces, including analyst readings, court decisions, partnership agreements, and etc, to name just a few and not leaving out bull and bear hype and/or fear. If there's a glove-fit answer to this that works as well for me, and you and the rest of us, as does his gorilla finding thesis, I would be delighted. I also think he'd be on razor thin ice. Maybe I expect too much. Chaz