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

To: Gayle Riggs who wrote (46402)	9/10/2001 12:45:15 PM
From: Uncle Frank	Respond to of 54805

Thanks, Gayle. I thought your PM to me would be of interest to the thread, and am glad I was able to persuade you to post it. >> I am developing an internal set of lessons I hope to learn (this time) from high tech investing, and criteria for committing my reserves to technology stocks. I would appreciate it if you'd share your conclusions with us. Regards, uf

To: Gayle Riggs who wrote (46402)	9/10/2001 1:16:55 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Gayle, I agree with most of your thoughts about Gorilla Gaming. I'd like to focus on one in particular. And valuation has been, until recently, pretty much passe on the thread. I think there's a difference between reaction to the posts about valuation and the posts themselves. Reaction has been probably less than passe. The posts about valuation written by Pirah, me, substance, and others I'm sorry to have left out were there all along. From the first day the manual was on the shelves, many of us were in disagreement that Gorillas are always undervalued. I'll make a prediction: the next time the market stages a massive, long-term rally, valuation will again be largely ignored for the reason that people will be fearful of missing out on the next great ride to higher stock prices. --Mike Buckley

To: Gayle Riggs who wrote (46402)	9/10/2001 9:06:16 PM
From: Apollo	Respond to of 54805

Gayle, Thank you for taking the time to post your PM to UF, and thank you for the kudos related to the sharing of intellectual capital here on the thread. I agree with much of what you wrote, particularly the view that we revered "the bible" too much. Certainly, I felt a bit too consumed with trying to understand it in 1999-2000, much less figure where it was wrong. Speaking of intellectual capital & sharing: I specifically held off on conducting a Portfolio Survey in Spring of this year, but will now commit myself to conducting one in late November. This, then, will give us a comparison against the last one from November of 2000, and again from the first one, in November 1999. This one should be interesting, as it obviously will reflect changing views since the harsh lessons have been beaten into so many of us. Thanks for your post. And I'll thank you and Tom Trader to defer from so much lurking, and do a little more postin'. <g> best, sir apollo