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

To: Thomas Mercer-Hursh who wrote (53802)	3/26/2003 1:30:16 PM
From: Mike Buckley	Read Replies (2) \| Respond to of 54805

Thomas and Frank, Based on the data collected in my thread surveys, I believe Frank is right that Gemstar appeared to be a widely-held issue and Thomas is right that there was no consensus about its Gorillaness. In my opinion, a significant number of thread members used little discipline in determining whether or not Gemstar was a Gorilla. That's based on the many people who acknowledged that though Gemstar had not enjoyed a tornado (and thus, by definition it could not possibly have been a Gorilla), they still believed it was a Gorilla. My investment in Gemstar has been exceptionally disappointing, but my investment was never, ever based on any thinking that Gemstar was a Gorilla. --Mike Buckley