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

To: Uncle Frank who wrote (49105)	11/25/2001 11:20:23 PM
From: Wyätt Gwyön	Read Replies (2) \| Respond to of 54805

hi uf, 1. Do you attribute the decline in volume and quality of posts on the g&k forum to a loss of interest in Gorilla gaming, the tech crash, or to the vocal detractors who have camped on the thread. no, i think the decline is because G&K portfolios, and the market in general, have not done well this year or last year, so posting numbers have declined. this is clearly the case w/r/t stock message board traffic throughout the Internet--a bad market causes people to lose interest in stock chat threads. i would say this thread has just experienced what is going on elsewhere as well. as to vocal detractors, well, tell me who they are and i'll send them a nasty PM! :) seriously, it is not hard to cut through the BS, and i would say that a lot of the contrarian information posted here is worthy of consideration. one thing to remember is that some of the contrarians posting here are not exactly permabears; from what i hear, one or two used to be raging bulls streaking through the Bubbleonian orgy back when men were men and bears were scared. ahh, doze wuz da days... sure, it might not be fun to hear the bear cubs pawing at the mindshare Igloo while one is in the tent trying to listen to a nice bedtime story by George Gilder (my favorite ones are in his nice collection, "The Telecosm"), but as Bill Cosby once said: be careful or you might learn something!

To: Uncle Frank who wrote (49105)	11/25/2001 11:43:48 PM
From: Curbstone	Respond to of 54805

Do you attribute the decline in volume and quality of posts on the g&k forum to a loss of interest in Gorilla gaming, the tech crash, or to the vocal detractors who have camped on the thread. The tech crash. Although it could be argued that I never made a quality post in my life, for me, the drop off in volume was definitely related to the crash. I was getting up at 3:30 - 4am to tend to my "cows," but when they stopped giving milk it wasn't long before I couldn't justify the wake up call any longer. During the bubble I couldn't handle more than 6 or 8 subjectmarks without getting overwhelmed with the reading backlog. Now I have 25 bookmarks and nothing to read. It ain't just G & K suffering. AM

To: Uncle Frank who wrote (49105)	11/26/2001 10:33:36 AM
From: hueyone	Read Replies (1) \| Respond to of 54805

Do you attribute the decline in volume and quality of posts on the g&k forum to a loss of interest in Gorilla gaming, the tech crash, or to the vocal detractors who have camped on the thread. Personally, I have found the quality of the thread to be better in year 2001 than in year 2000 when the thread tended to promote its tech favorites at any price. I am interested is Gorilla Gaming combined with some attention to valuation. A focus on either one without the other is a half-baked investment strategy imho. Recently, I have enjoyed both the bearish, contrarian posts as well as the responses to bears from some of the regulars. For example, Bruce Brown and Mucho Mass had a very interesting exchange of posts awhile back and both made good arguments. Eric L recently shared an article that made a good case for paying a premium to private investment value for companies with strong brands. There continue to be some very good presentations on this board focusing on studying Gorilla characteristics--- the BEAS one for example. I am very interested in the upcoming Nokia hunt report from Eric. As someone interested in both Gorilla characteristics and valuation measures, Paul Philip has been an excellent addition to the thread. I don't believe the decline in volume is anything to worry about. It just tracks the current overall level of posting on threads across the board. Best, Huey

To: Uncle Frank who wrote (49105)	11/26/2001 10:59:53 AM
From: JohnM	Respond to of 54805

Frank, 1. Do you attribute the decline in volume and quality of posts on the g&k forum to a loss of interest in Gorilla gaming, the tech crash, or to the vocal detractors who have camped on the thread. I gather one could argue about the premise here (I noticed that some posters have already done so) but the question, as posed, does reflect my experience. I found the 99 posting period by far the most beneficial, particularly from the thread beginnings through until around Oct. or so. I also found the Hunt reports and the followup discussions to be very helpful. The following things have contributed to less interesting posts: (1) the market decline, obviously; (2) learning a new paradigm is always fascinating, particularly, with a group of like minded folk--just reworking it over and over is not nearly so; (3) the emphasis on valuation, while important, gets routinely taken to extremes by posters who arrive only to bash while professing nothing of the sort; and (4) intense posting on this thread has helped create some fairly intense friendships for thread regulars which tends to, paradoxically, diminish their posting here. 2. Do you think moving our discussions to a moderated site would be beneficial? Hard to say. I keep thinking a surge of interest in a particular company would do the trick. It would overwhelm the negative stuff--few would be listening. As for interest in the paradigm, I thought the BEAS report would do the trick; it certainly did on the Fool. But it came and went. Not certain just why. As for moderating the thread, it's fine if others wish. John (content to lurk)

To: Uncle Frank who wrote (49105)	11/26/2001 12:07:44 PM
From: Bruce Brown	Respond to of 54805

1. Do you attribute the decline in volume and quality of posts on the g&k forum to a loss of interest in Gorilla gaming, the tech crash, or to the vocal detractors who have camped on the thread. As volume declined here, it picked up on a few other boards where more discussion of economic conditions and thoughts ruled the roost. A couple of boards on SI were averaging well over 100 to 200 posts per day - especially on days that the market was down. However, board volume is down on stock message boards both here and the other place I visit - The Motley Fool. That all seems a reasonable and natural response to a declining stock market. If a baseball/basketball/football team is having a losing season, the stands are not full. I think there has been some excellent quality posted here over the past 18 months, so I wouldn't peg that as any reason for declining volume. Likewise, I don't think there is any less interest in gorilla gaming criteria outside of the reality of a business cycle contraction of healthy proportions. Vocal detractors have enjoyed - for their own personal benefit - rubbing it in so to speak for other's capital losses. That's nothing new as we saw it on the playground in our youth. Other comments I've read remind me of a stereotypical overly overbearing mother who would always warn that if you didn't bundle up in hat, scarf, gloves, double shirts, coat and boots you would catch cold. That day comes when you finally do catch the death of a cold cold because you forgot to dress like a space man and the mother confronts you just as the throat is aching, the head hurts, the nose is running, you're coughing, the joints ache, the stomach hurts, you have a fever and in general feel absolutely miserable. She says - or rather screams at you - "You see! I told you that if you didn't bundle up you would catch a terrible cold! Now maybe you'll listen to me!" The kid on the playground you can give the finger and knee where it belongs to alter the discourse. Not so easy with the overbearing mother figure because the knee is not quite as effective. ;-) 2. Do you think moving our discussions to a moderated site would be beneficial? No. Same drop off in volume in terms of discussion on the listserv digest as here as well as the Fool. Open discussion from the pros and cons of investing using gorilla gaming criteria should be encouraged. The schoolyard taunts can easily be given the appropriate treatment. BB

To: Uncle Frank who wrote (49105)	11/26/2001 6:17:17 PM
From: Eric L	Read Replies (1) \| Respond to of 54805

Frank, Rather than wait for the survey, I'd like to respond to two questions you posed now. 1. Do you attribute the decline in volume and quality of posts on the g&k forum to a loss of interest in Gorilla gaming, the tech crash, or to the vocal detractors who have camped on the thread. All of the above. 2. Do you think moving our discussions to a moderated site would be beneficial? Perhaps ... ... but ... ... the thread has done pretty darned well unmoderated. On balance, I would prefer to keep it unmoderated ... ... however ... ... if your up to moderating a "Gorilla & King Portfolio thread (a thankless task) ... ... I would participate. - Eric -