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

To: Cosmo Daisey who wrote (49116)	11/26/2001 11:26:34 AM
From: Seeker of Truth	Read Replies (1) \| Respond to of 54805

Your enthusiasm for biotech is so great that I don't think I can convince you that it doesn't look promising for making profits. But for others I'd like to point out: A. Apollo, who knows what he is talking about, stressed to you the enormous difference between in vitro and in vivo data. B. All that cluster/supercomputer calculates is an ESTIMATED fit of a small molecule onto some part of a protein. The calculation is typically way off from the truth about the chemical fact, let alone about its medical significance. The shape may fit but the attraction may not be there. Or the attraction may work better onto another site of another protein. Chemistry isn't a predictable science yet. Biology is worse. As for testing millions of real samples every day, you may not know that 128 samples a time is the current standard for production followed by testing. A few thousands a day is the equivalent of 70 home runs a season. I absolutely won't post about this again because I think when investors in biotech lose money somebody else gains, and that somebody else may well be the rest of society. We will all eventually benefit from this research which is ON THE AVERAGE too unprofitable for the big drug companies to do. In other words, if you really insist on it then by all means lose some money on biotech stocks. Think of it as a worth while contribution to scientific research. That said, I think you are right in looking for some new gorilla candidates outside of the info processing world. I looked at QUIX, the king of road traffic safety, but I couldn't see any technology that shuts out competitors. Let's all look for such new candidates.

To: Cosmo Daisey who wrote (49116)	11/26/2001 12:11:30 PM
From: Apollo	Read Replies (1) \| Respond to of 54805

Cosmo..... The Biotech sector is now where the computer sector was in 1970. There are Gorilla's waiting to be found and exploited. I agree with the notion that we should be willing to look for high growth enterprises, with proprietary architectural control of a standard, high switching costs and control of a value chain......wherever they may lurk. Since you are well ensconced in hunting the BioTECH field, why not accept the challenge of conducting and presenting a Project Hunt report on your favorite BioTECH Gorilla candidate to this forum? Take a look at the Thread Header and G&K FAQ, study the common themes for a project HUNT report, and present it to us, using the terms and understanding of The Gorilla Game. We're evidence-based here. Show us the evidence, and make the case. Best, apollo