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

To: EnricoPalazzo who wrote (49143)	11/26/2001 10:40:58 PM
From: Mike Buckley	Respond to of 54805

Ethan, At the same time, though, if we are rejecting the possibility of [50-fold] returns in our stocks, are we playing the same Gorilla Game that we thought we were? I think there's a big difference between rejecting the possibility and rejecting the probability. Anything is possible, I suppose, but there are some factors I expect in the next ten years that will be different from the last ten: 1) The longest lasting economic expansion in history in the last ten years won't be repeated in the next ten years; 2) CAPs will likely shorten; 3) GAPs will probably be smaller; 4) The value chains of tech sectors, very aware of how Softie and Intel became so successful for so long, will be more effective in preventing similar dominance and thus, growth, in the future, especially in the context of items #2 and #3. --Mike Buckley