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To: LindyBill who wrote (1408)	7/13/1998 6:09:00 AM
From: Ibexx	Read Replies (1) \| Respond to of 3424

Hi Lindy, Thanks for your post and welcome to SI. I, too, own DELL and have lots of Gorilla stories to tell, thus we belong to the same investment breed. <g> Since a year ago I have become much more concentrated in selecting my investment vehicles: just the sector leaders or the truly visionary ones. Regards, Ibexx

To: LindyBill who wrote (1408)	7/13/1998 8:39:00 AM
From: DownSouth	Respond to of 3424

LindyBill, I have concluded that the book is useful in defining the Gorilla Game in terms of the equities markets. I have also concluded that its methodology (buying the players in the tornado) is difficult to execute, intellectually and emotionally. Instead, it has reinforced the idea to buy the top companies (Gorillas). Whaddyathink?

To: LindyBill who wrote (1408)	7/13/1998 11:03:00 AM
From: MulhollandDrive	Read Replies (2) \| Respond to of 3424

Lindy, OTOTOT My "Gorilla Game" is en route courtesy of Amazon.com. The basic philosophy of the book according to what I 've been hearing, has certainly re-enforced how my thinking has been evolving in the past year. Consider how the "gorillas" recovered from last years' October market break, while the laggards are still, well, languishing. Consequently, I have done exactly as you did, weeding out the "non-gorilla" stocks. We have a similar portfolio, unfortunately, not in DELL,(have CPQ) but LU, CSCO, INTC, now SAP are major components. I hope RMBS will someday qualify for "gorilla" status. I still take speculative positions in smaller, lesser known companies, but will only commit a small percentage of my investment pool to those stocks. bp

To: LindyBill who wrote (1408)	7/13/1998 8:22:00 PM
From: mauser96	Read Replies (2) \| Respond to of 3424

I liked the "Gorilla Game" book too. It is a very lucid and well organized presentation of facts that you probably knew already but never linked together in coherent form. Actually the market performance of these "gorilla" tech stocks can be explained partly because they are a subset of large cap stocks with international exposure. The performance of this entire group (including non tech stocks like Coca Cola) has been outstanding the last few years. They have been far stronger than the S&P 500 ,even though they are part of this index. The high demand for this type of stock is partly due to the present dominance of mutual fund and institutional investors, and foreign investors. It's been so many years since small caps have outperformed that I wonder if they will ever come back. Some of them have such compelling stories that it's hard to resist buying them, but the odds are against you. Some of them (SEBL, CTXS) may have a long shot chance of becoming a at least a niche gorilla eventually.