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: Mike Buckley who wrote (44960)	7/26/2001 4:24:11 PM
From: Thomas Mercer-Hursh	Read Replies (1) \| Respond to of 54805

only 2 of them had to do with understanding the competition's product. Semantics again? Certainly one of the best routes to making sure that one understands a market is to look at how the various products in that market are regarded and how they are faring. If one listens only to Coleman, one gets a very specific view of the world, which checking out the competition would help balance and broaden. I readily agree on the perils of knowing only the technology, but I wasn't proposing that one swap one for the other. One is missing something without either, along with finance and a number of other realms which one needs for a complete understanding of a company and its markets.