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

To: Caxton Rhodes who wrote (53455)	1/20/2003 1:29:31 PM
From: Mike Buckley	Respond to of 54805

Caxton, one of the authors of the GG turns out to be carnival barker, hyping stocks for his own benefit, selling books that fuel the mania, and doing illegal deals for pals, while all the time he knew that it was a mania bubble. All of us knew that Johnson was a supply-side analyst. Many of us discussed the conflict of interest. In short, I find it interesting how much of all this stuff we thought was true, turned out to be a bunch of hype, lies, and criminal activity. The essence of the book is about how markets for high-tech products evolve. If you have evidence that it isn't true, please elaborate. If you're referring to the point the authors made that Gorillas are never undervalued, some of us argued here from the very beginning that such a statement made no sense. The tech wreck has certainly made me a more intelligent and skeptical investor. Great! I've always been skeptical, no more nor no less because of the tech wreck. I don't know that I'm more intelligent because of it but I'm definitely more experienced. --Mike Buckley

To: Caxton Rhodes who wrote (53455)	1/22/2003 3:25:50 PM
From: DownSouth	Read Replies (2) \| Respond to of 54805

The tech wreck has certainly made me a more intelligent and skeptical investor. It is quite obvious that investors should be skeptical of "experts" recommending investments and strategies in which they have self interest. Sort of sums it up, Cax. Skeptical and poor is what it made me. What cracks me up is you can see the exact same thing reading the real estate sections in the bay area papers, the real estate industry and experts saying things are great, when the reality is that things are looking pretty bleak. The real estate "industry" is full of greedy self-interested people. Right up there with lawyers. I was once greedy. Now I am merely self-interested.