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

To: Rick who wrote (46681)	9/16/2001 9:40:04 PM
From: Rick	Read Replies (1) \| Respond to of 54805

The latest changes: Delete for now: k. SI(Bob): sibob.com and sixpak.cs.ucla.edu sixpak.cs.ucla.edu sixpak.cs.ucla.edu sixpak.cs.ucla.edu sixpak.cs.ucla.edu sixpak.cs.ucla.edu sixpak.cs.ucla.edu sixpak.cs.ucla.edu sixpak.cs.ucla.edu a. Bulldogresearch = bulldogresearch.com ********************************************************* added: Part II. “The skillful fighter puts himself into a position that makes defeat impossible and does not miss the moment for defeating the enemy. Thus it is that in war the victorious strategist only seeks battle after the victory has been won, whereas he who is destined to defeat first fights and afterwards looks for victory. " - Sun Tzu, The Art of War Books of Interest: Harvard Business Review on Managing High-Tech Industries (Harvard Business Review Paperback Series)** It included two papers, "How Architecture wins Technology Wars" by Charles Morris and Charles Fergususson and "Increasing Returns and the New World of Business" by W. Brian Arthur. The first is the seminal article on architecture in strategy and the second is the seminal article on network effects. amazon.com. 3. Market Information Web Sites: …. b. Moore Research = mrci.com c. Quicken = Quicken = quicken.com Premium Sites: e. Valuepro = valuepro.net f. Valuengine = valuengine.com As Warren Buffett said: "Ben Graham, my friend and teacher, long ago described the mental attitude toward market fluctuations that I believe to be most conducive to investment success. He said that you should imagine market quotations as coming from a remarkably accommodating fellow named Mr. Market who is your partner in a private business. Without fail, Mr. Market appears daily and names a price at which he will either buy your interest or sell you his. Even though the business that the two of you own may have economic characteristics that are stable, Mr. Market's quotations will be anything but. For, sad to say, the poor fellow has incurable emotional problems. At times he feels euphoric and can see only the favorable factors affecting the business. When in that mood, he names a very high buy-sell price because he fears that you will snap up his interest and rob him of imminent gains. At other times he is depressed and can see nothing but trouble ahead for both the business and the world. On these occasions he will name a very low price, since he is terrified that you will unload your interest on him. Mr. Market has another endearing characteristic: He doesn't mind being ignored. If his quotation is uninteresting to you today, he will be back with a new one tomorrow. Transactions are strictly at your option. Under these conditions, the more manic- depressive his behavior, the better for you. But, like Cinderella at the ball, you must heed one warning or everything will turn into pumpkins and mice: Mr. Market is there to serve you, not to guide you. It is his pocketbook, not his wisdom, that you will find useful. If he shows up some day in a particularly foolish mood, you are free to either ignore him or to take advantage of him, but it will be disastrous if you fall under his influence. Indeed, if you aren't certain that you understand and can value your business far better than Mr. Market, you don't belong in the game. As they say in poker, "If you've been in the game 30 minutes and you don't know who the patsy is, you're the patsy." – Stockman Scott, Message 46311 Or as the military maxim states: “Expect victory, but plan for defeat.” (Ö¿Ö)