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

To: Bruce Brown who wrote (48283)	10/28/2001 11:35:34 PM
From: tekboy	Respond to of 54805

You can chat until the cows come home about competitive advantage, gorilla value chains and what not. If you see a value in a technology company that has enough potential as an investment - eventually you have to make a decision to purchase the equity for your portfolio. Wouldn't it be nice to purchase that equity using a risk/reward scenario that has the highest chance of success - or at least a higher chance of success than at a time when the risk/reward scenario is not stacked in the favor of success? Hard to imagine such thought process is OT for the board, but I will yield no need to, as far as I can see. all that is being called for is precisely such a discussion--of whether the risk/reward scenarios are stacked in favor of success with regard to specific purchases of specific companies at specific moments. That is, keeping the occasional valuation discussion but grounding it somewhat more concretely in actual cases... tekboy/Ares@orsomethinglikethat.com