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

To: Mike Buckley who wrote (45843)	8/24/2001 2:39:44 PM
From: Thomas Mercer-Hursh	Read Replies (2) \| Respond to of 54805

My guess is that some of the responses are wacko. Respondents, for sure. Actually, I tend to think that wording is probably important. E.g., #2 provided a choice between apparent gorilla and leading candidate so that anyone with any reservations at all about full gorilla status would tend to pick choice b. #3, on the other hand, had the top choice as "the apparent winner", so anyone who answered b for 2, but felt that BEA was well out in front might well have said yes to apparent winner, especially if they were saying it about someone else. Had I made choice 3a "the confirmed gorilla", it seems likely no one would have picked it. In some ways this is exactly why I said that thing that I wont repeat so that we dont get started on that again -- I felt that enough people were going past mere "top banana in the basket" to thinking of BEA as a "young gorilla", i.e., got all the right stuff, but may not yet have matured fully. Since I think there is a lot we don't know and some reason to doubt the solidity of that position, I was trying to encourage people to reduce their enthusiasm a notch or two until we had a better understanding of the market(s) and some more solid data on how much of what was being sold.