Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: ggamer who wrote (52220)	7/19/2002 4:39:12 PM
From: EnricoPalazzo	Read Replies (2) \| Respond to of 54805

I am not sure if gorilla gaming is intact. There's something about that phrasing that really bothers me. It almost implies that gorilla gaming is a scheme or a trick that might or might not still "work". In my opinion, the rules haven't changed for the last 50 years: buy companies with sustainable competitive advantage if the stocks are reasonably priced. Gorilla Gaming is just one method to find companies that have sustainable competitive advantage. I see no reason to believe that it will change soon--technology markets function the way they do for a reason, and they won't change on a whim. However, we should all be aware that this continues to be a tough environment, and companies without strong customer bases & cash hoard face even more risk than usual. On the other hand, I don't believe that true Gorillas ever lack strong customer bases & cash hoards, so if the company is struggling... it's probably not a Gorilla. Ethan

To: ggamer who wrote (52220)	7/19/2002 6:11:12 PM
From: paul_philp	Respond to of 54805

I am in the process of buying a house in the Bay Area which according to many is in a housing bubble at this point. As you can see, I enjoy going through bubbles. GGamer, For what it's worth, have you compared the value of Bay Area real estate to household income lately. This is the key ratio, IMO, to judging if the real estate market is bubbling. In the Bay Area this ratio has gone N-U-T-S over the last year. Prices up > 20%, income down < 10%. Not only does it look like a bubble but it looks like the very top of a bubble. My wife and I are planning to move to the Bay area at some point in the next couple of years. She got a work visa for the States for her job and it requires she live in the US for a year. Finally, I can move my business to Silicon Valley without having immigration problems. In researching the move I have come to believe that real estate will be 30% - 50% cheaper in 2 years. OK, back to our regular scheduled programming, losing money in the stock market. Paul