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

To: Mike Buckley who wrote (45775)	8/23/2001 12:34:04 AM
From: paul_philp	Read Replies (1) \| Respond to of 54805

Mike, Moore's message from yesterday led me to believe that he thinks this is a Gorilla Game not a Royalty Game. Unlike his asset allocation statements I think he has some credibility on this topic. He is not the last word but he is a loud word. Paul

To: Mike Buckley who wrote (45775)	8/23/2001 12:39:46 AM
From: Thomas Mercer-Hursh	Read Replies (2) \| Respond to of 54805

I don't remember anyone saying there is a proven gorilla. ... few private investors will be able to distinguish between a gorilla game and a royalty game at the early stages of the game. In that context, saying it's not a proven gorilla game isn't saying much in my mind. It shouldn't be, but don't you feel that BEA is being offered as a tentative gorilla ... not even just as a candidate for inclusion in a basket, but as the presumed winner? My whole point here isn't pro or anti BEAS or anyone else, just my skepticism that we have any clarity that a probable gorilla game is even under way. No gorilla game, no basket, no gorilla. I wouldn't keep re-iterating this point except for the enthusiasm of other posters who seem anxious to not only declare a gorilla game, but to anoint the winner at a time when I think the best we have is a shapely snowball.

To: Mike Buckley who wrote (45775)	8/23/2001 3:15:29 AM
From: chaz	Read Replies (2) \| Respond to of 54805

Mike: I'm confused. That's a repeated theme in your posts but I don't remember anyone saying there is a proven gorilla. Excuse me, Mike, but for the past few weeks that has been the general thrust of our BEAS discussion...at least that's what I feel most of our participants would agree has been the case. You will recall that I pleaded that this was not yet a proven GG, and was therefore best considered a royalty play. There ensued a rich discussion between the two of us on this point, during which you confessed to some confusion, which I said was probably not so...you knew exactly what you were thinking, and confused thought (on your part) it was not. But now again, you profess confusion. And you cite GM that few private investors can make such a GG/Royalty distinction. While you are correct that no one has stated flat out that BEAS is the proven gorilla, you certainly seem to have taken the view that this is a GGame, and I have gathered, as perhaps have others, that you at least feel BEAS is the leading gorilla candidate. Let's have your view clear and unequivocal. Is this, in your opinion, a GG, and is or is not it your view that BEAS is the probable gorilla. Let us not be confused about what YOU believe. I for one still think it well too early to make such a call, but I feel taking Thomas to task over a point that, as yet, makes little difference to our portfolios is not playing fair with his viewpoint. If you're going to demand such of him, you really ought to declare yourself. Chaz