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

To: hueyone who wrote (54519)	10/29/2003 7:40:09 PM
From: Dr. Id	Respond to of 54805

I tend to disagree with your posts suggesting that the entire Gorilla game is useless. I do disagree with how the Gorilla Game was practiced and promoted on this thread, but that is just a matter of personal preference and opinion rather than any specific kind of right or wrong. I found the book and many of the posts over the years regarding how high tech markets grow and develop useful and interesting. I think the hunt for hi tech companies with sustainable competitive advantages is worth it, and suspect that the market will offer up opportunities from time to time to purchase dominant technology companies, or companies on their way to becoming dominant technology companies, at prices that incorporate reasonable risk reward propositions. (And of course, to a large extent "reasonable" is in the eye of the beholder.) These are excellent points. I was an original member of the GG Thread, and learned (the hard way) about the dangers of groupthink, even after I warned the thread about it in the fall of '99 and spring of 2000. (If only I had listened to myself! doh!). There were regulars on the thread (I won't name names as there's been enough of that lately) who felt that it wasn't pertinent to this thread and felt that there was no groupthink going on. Unfortunately, it was going on and continues to this day, as exhibited by the defensiveness shown recently when suggestions have been made as to the major limitations of the approach. Hopefully, this original thread will continue to attract critical thinkers and be again what this thread once was... a very useful place to put forth ideas about an intriguing investment idea and strategy. I personally am not that interested in a "moderated thread" that encourages homogenous thinking. And, personally, I still really like the guys that founded the original thread. DrId@wonderifImBannedBannedBANNEDfromthenewthreadnow?com

To: hueyone who wrote (54519)	10/31/2003 5:37:47 PM
From: Stock Farmer	Read Replies (3) \| Respond to of 54805

Hi Huey, Sorry delay responding. Been busy in the real world. Makin' hay while the sun shines. I tend to disagree with your posts suggesting that the entire Gorilla game is useless. Disagreement is healthy. Makes for the basis of critical analysis. Note that I wouldn't characterize my belief as being the "entire Gorilla Game is useless". More accurate is I believe that the expected returns from identifying gorillas and then investing in them are unlikely to be anything but mediocre. The expected returns from the Gorillas in which one invested back before they became obvious as gorillas... well, those are going to be good indeed. Retrospectively it has value. Prospectively... well, that's another story. Hopefully this is the tone and flavor of posts you appreciate. As to evaluating Siebel and its wealth creation, well that's a complete waste of time IMHO, 'cause it looks negative. I'm not interested in ponzi schemes unless I'm the one in on the ground floor.