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

To: Trio who wrote (47511)	10/4/2001 7:07:17 PM
From: JohnM	Read Replies (1) \| Respond to of 54805

Am I the only one who noticed the absurdity (IMO) of GM's statement that recovery will be "gradual but profound." What does that mean? Hmm, I assume it means Moore does not expect to see Naz 5000 in the next year or so; that he thinks we will hover in those lower depths, gasping for bits of breath, longer than we would like--say years rather than months; but that when the recovery comes, it will be a strong one. I assume the word "profound" refers to fundamentals rather than (perhaps in addition to) stock prices. But, then, I'm simply pitching my own views as if they were Geoff Moore's. I don't like the length of time argument but I can't find any strong arguments against it. But I'm still convinced the Internet is THE discontinuous innovation. The problem is to pick the right companies, the ones that will come out of this underwater swim as market dominant. (Having trouble keeping the metaphor going). Boring view, but it's mine. John

To: Trio who wrote (47511)	10/4/2001 7:22:13 PM
From: Bruce Brown	Read Replies (1) \| Respond to of 54805

People boiled like a frog in an eighth grade science lab on the way down. Has the last week been gradual? Though it's only one week and much in the economy and world are still murky, I strongly disagree with the premise that recovery will be over many quarters. I honestly am unable to decipher how to tell if recovery IS happening; however, I am continuing to invest regularly and remain fully invested. Though it's only been a week my portfolio has added 24, 30, 10, 13% in each of the four G's I've purchased. Not to spoil any fun on those returns, but take a look at this in terms of 22 of the 27 largest one day advances on the Nasdaq in its history: bearforum.com 21 days since the bubble top the Nasdaq has had 5% + moves to the upside - yet the index is down 70%. Question: How many 5% + up days did the index have as it moved from 1357 to 5133 from 1998 to 2000? Answer: only 1 day - which was the first day off of that October 8, 1998 low. It will be interesting to see how it all plays out going forward. BB