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: paul_philp who wrote (52225)	7/19/2002 7:27:00 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Paul, Check me out. I think I've got your drift but I want to make sure. I think you're saying that there is a tendency to overestimate the length of a leading company's CAP when a particular product category is in favor and that there is a tendency to underestimate the length of a leading company's CAP when a particular product category is out of favor. I would add that similarly, there is a tendency to overestimate and underestimate the height of the GAP when the category is in and out of favor, respectively. The reason I have the need to rewrite it in my own words is to make sure I understand you correctly. If I do, I believe you're probably right. If I don't understand you correctly, it's probably because I'm confused to your references of a category's CAP. The CAP applies only to individual companies, not categories. --Mike Buckley