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

To: Gayle Riggs who wrote (46263)	9/5/2001 3:32:23 PM
From: Uncle Frank	Respond to of 54805

>> But, the greater cost is to run off talented posters with an alternative view. There is no shortage of bright talented people on SI, Gayle, but there is a shortage of boards that have a tight focus and an even greater shortage of boards that hold to a reasonable standard of polite discourse. There are a large number of intelligent posters in the "Collapse" forum, but few from our group participate there for the very reasons I noted. Why don't you review their archives and advise if you'd recommend we adopt their format. Subject 37210 I'd like to emphasize again that the charter of this thread has long been identifying high tech companies that have a sustainable competitive advantage. That mission is market agnostic. At times, g&k regulars will initiate discussions related to macro-economics, market conditions, timing, a specific technology, etc. I've never attempted to limit those side trips, and have been grateful for the contributions of specialists in those areas. But I expect guest experts to respect the fact that their topics are secondary to our primary focus, and to award respect to g&k regulars such as Mike Buckley, whose generous contributions have been the very foundation this forum. uf

To: Gayle Riggs who wrote (46263)	9/8/2001 2:44:29 AM
From: Uncle Frank	Read Replies (2) \| Respond to of 54805

Gayle, I've read your profile and noted that you spent your career as a professional economist. May I ask your opinion on the following? The linked article details ten large acquisitions that have backfired in recent times. msnbc.com In each case, I'm sure there were teams of accountants, technologists, and lawyers evaluating the acquisition's balance sheet, cash flow, ip, etc., but the results were disastrous. Why did these team of pros miss, and could we do better as diligent individual investors? Thanks in advance for making a "guest" appearance. uf