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

To: Mike Buckley who wrote (51007)	4/20/2002 1:29:38 AM
From: Uncle Frank	Respond to of 54805

Mike, thanks for a tremendous contribution. I going to print out your report and study it. Regards, Frank

To: Mike Buckley who wrote (51007)	4/20/2002 2:22:42 PM
From: Mike Buckley	Respond to of 54805

Thanks to Paul Philp, I've got a couple clarifications to the discussion of Siebel's Universal Applications Network (UAN) in my front office report. Every time I mentioned the term, "web server," it would be better to replace it with the term, "applications server." Also, the best description of the UAN is that it is an application integration technology. --Mike Buckley

To: Mike Buckley who wrote (51007)	4/21/2002 5:05:35 AM
From: stockman_scott	Respond to of 54805

Barrons comments on a storage bubble... Message 17360786

To: Mike Buckley who wrote (51007)	4/21/2002 11:41:20 PM
From: Mike Buckley	Respond to of 54805

THE FRONT OFFICE GORILLA GAME - PART 2 (delayed) When I posted the first part of my quarterly front office report, I didn't post the current numbers that show this real-time gorilla game in progress. Thanks for being patient. THE GORILLA GAME This Gorilla Game is just one month shy of being 4 years in progress. Since the date it began, the Naz and S&P 500 are almost unchanged. Meanwhile, the value of the Gorilla Game has more than doubled. Because the Naz hit its high in early 2000, lately I've also been comparing the performance of the Game and the indices since 1/1/2000. I'm not surprised that the S&P 500 has fallen about half as much as the Gorilla Game. However, I am surprised that the Gorilla Game has fallen less than the Naz since then. Moreover, at each of the 14 data points I've recorded since Jan. 1, 2000, the Gorilla Game has outperformed the Naz all but one time. At that time, it lagged the index only slightly. Since History History 1/1/00 Annualized Gorilla Game 133.64% -42.81% 24.24% Nasdaq -0.45% -55.84% -0.70% S&P 500 1.32% -23.41% 0.01% The numbers for Siebel Systems as of the close of market, April 19, 2002: Change 5/25/98 5/1/99 4/11/00 Current From First Buy Price Buy Price Buy Price Price Purchase SEBL $5.75 $9.61 $52.47 $27.11 371.48% The Final Tally Stocks $23,260.38 Cash 104.08 Total $23,364.46 Details about the Game The Front Office Gorilla Game (not a real-money portfolio) was begun with $10,000 and four stocks in equal dollar amounts on May 25, 1998. Using the rules of the Game, I gradually eliminated all gorilla candidates until only the stock of the Gorilla (Siebel) remained as it does today. Commissions are based on $8 per trade. The value of earnings on invested cash is not calculated. Those earnings would have been so insignificant that no meaningful lesson could have been learned from them. And last, the most important stuff ... CAVEAT: I own shares of Siebel Systems. In the past I have owned long and short positions of Siebel's competitors (including some that were at one time "in the Game") and reserve the right to do so in the future. Most important, please, please don't make any investment decisions based on anything coming from my keyboard. Do your own homework! --Mike Buckley

To: Mike Buckley who wrote (51007)	4/22/2002 10:32:55 PM
From: Dealer	Respond to of 54805

Mike! I do not participate on the G&K thread other than lurking. I would like to say (late as it is) thanks for the post on SEBL......I do appreciate the work you do. I took the liberty of posting the link on the Porch the day you posted. UF is right we would be surprised to know how many silent lurkers there are on SI. dealer (SEBL ltb&h/CC's)