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

To: Thomas Mercer-Hursh who wrote (45017)	7/31/2001 1:24:58 AM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Thomas, how can we read very much into current market share figures for such a nascent market? That's the whole reason Moore advocates buying a basket of stocks. Even in the tornado stage, nothing is a slam dunk until the tornado finally propels one competitor far ahead of the other competitors. It's more and more rare that we can buy stocks of several pure-play competitors, especially in the enabling markets. Very often, as in the case of the ePS product category, there is only one pure play. That's why I advocate being ulta conservative before determining whether or not a tornado is underway. Even if it is underway, with only one opportunity to buy a pure play we're hoping against hope that if a Gorilla is selected it's the pure-play company. --Mike Buckley