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

To: paul_philp who wrote (47362)	10/2/2001 12:21:36 AM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Paul, I'm not bashing Moore and I didn't sense that Thomas is, though I'll let him correct me if I'm wrong about that. It's pretty interesting to realize, though, that whether people think we're defending Moore or being critical of him, a bunch of us get bashed for both. He is saying that it is almost time to start playing the Gorilla Game again. I read his comments again looking for your interpretation. To construe that he is saying it is almost time to start playing again is not my understanding. But even if I'm wrong, I don't think I've been ludicrous. --Mike Buckley

To: paul_philp who wrote (47362)	10/2/2001 12:28:05 AM
From: Thomas Mercer-Hursh	Respond to of 54805

The Moore bashing on this thread I am not Moore bashing. On the contrary, given that I started with Chasm, long before this whole G&K thing started, I am am big fan. At the same time, I am also very prepared to contend that this thread has taken the GG principles and interpreted, refined, adjusted, corrected, improved, etc. beyond the point where the book itself went. This is giving the man his due respect without turning him into some sort of deity. This is quite the opposite of bashing.

To: paul_philp who wrote (47362)	10/2/2001 4:36:57 AM
From: chaz	Read Replies (1) \| Respond to of 54805

Paul: GM pretty clearly stated that cash is king right NOW. That tells me he's not playing his game at this time. And he says, tech values, he thinks, will fall to levels of companies outside the tech area, at which point they will be far below intrinsic value, and thus, time to start the game all over again. Maybe, if I may suggest, we all read things twice, maybe three times, before we start jumping on one another over stuff like this. Sheesh you guys. Get a grip! (ggg) Chaz