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

To: blankmind who wrote (48786)	11/11/2001 1:07:38 PM
From: Mike Buckley	Respond to of 54805

blankmind, if the gorilla/king concept holds true for tech, it should apply for everything That's an understandable assumption if you haven't read Gorilla Game. If you've read the book and still maintain that thinking, you disagree with the authors' most important tenets and most everyone who follows this folder. Civil disagreement such as yours is welcome here. But since the focus in the thread has to do with the criteria established in the book, you'll find very little interest here in discussing companies that don't meet the book's criteria or at least are expected never to meet the criteria. --Mike Buckley

To: blankmind who wrote (48786)	11/11/2001 2:03:10 PM
From: Eric L	Respond to of 54805

blankmind, << you don't have to be such a stickler >> On this particular thread, I do. << according to your definition - coca cola, walmart, & mcdonalds aren't guerillas? >> First, we are not talking about MY definition. We are talking about the definitions used by "The Gorilla Game" authors, Geoffrey Moore, Paul Johnson, and Tom Kippola. It is their investment theory that we attempt to apply here ... and the companies you list are not gorilla's according to their definitions, nor would they be discussed here as a result. Maybe coca cola, walmart, & mcdonalds (and possibly your candidate) are "guerillas", but we are not dealing with any general connotative sense of the word gorilla on this thread. We are applying the term with a specific focus. Now if you wish to discuss Gorilla & King portfolio candidates here, perhaps you could take a moment, as other participants here have done, and read the introduction to this thread and the FAQ that can be accessed from the bottom of its page: xmission.com Having done that, you may then wish to obtain and read "The Gorilla Game". Best, - Eric -

To: blankmind who wrote (48786)	11/11/2001 2:20:58 PM
From: Thomas Mercer-Hursh	Read Replies (1) \| Respond to of 54805

according to your definition - coca cola, walmart, & mcdonalds aren't guerillas? I wouldn't know since what we discuss here are Gorillas.