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

To: Skeet Shipman who wrote (50889)	4/2/2002 6:09:52 PM
From: EnricoPalazzo	Read Replies (2) \| Respond to of 54805

There may be some truth to the comment: "Is gorilla stock another term used for bubble stock?" Those that just discard the comment may not understand Silicon Valley accounting, unending required capital expenditures, the bubble in IT spending, the era of increased competition and reduced margins. Anyone who asserts that "gorilla stock is another term used for bubble stock" either misunderstands gorilladom or misunderstands synonymy. Look, obviously Gorilla stocks can be overpriced in a bubble market. So can real estate, retail stocks, baseball cards and tulips. This is a trivial point, and it's annoying when someone makes a trivial point in an obnoxious and confrontational manner, and then expects to be congratulated for it. Gorilla stocks are sometimes overvalued. Whoop te doo. This was controversial (and important) about two years ago, and is now just banal. It certainly doesn't imply that studying Gorillas is of no value--it's just a smaller part of the puzzle than many of us originally thought.