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

To: tinkershaw who wrote (45059)	7/31/2001 8:46:05 PM
From: JHP	Read Replies (1) \| Respond to of 54805

might as well make up the rules to your game as you go along, too bad he did not tell you that earlier! what else is the master hiding to explain his investing incompetence? >>Hold the enabling gorilla til the cows come home (with the now added corrollary until a recession is upon us as Moore seems to be indicating, then move to cash)>> Could you please explain JDSU,CSCO with their financing ponzi schemes of up to 250% financing for a contract. Great sales pitch, what asshle could not close a deal on those terms? but the customers were not credit worthy..ohh noo mister bill! Chamber of horror did the deals anyway..who could NOT see this storm coming? >>On the gorilla board we look for the antithesis to those commodity markets. Companies whom by control of the technological architectural create these enormous sustainable advantages so that economic rents cannot be brought to zero.<< ohh sht some one forgot to tell the stock prices of your gorilla`s how they were supposed to behave. >> Quite obviously the data tornado (at least for now) has come to a stifling end. By the rules of the game, EMC should have been sold at the first signs of this occurrence (probably at a minimum at EMC's first earnings warning).<< again how come you are still holding JDSU,etc? they did not ring the warning bell? regards john