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

To: gdichaz who wrote (1052)	4/5/1999 2:28:00 AM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

what is gained by arguing about the gorilla-ness or non gorilla-ness of Intel or Microsoft? Chaz, I don't want to speak for Frank, but I'd like to handle that one and look forward to Frank's or anyone's response. My answer to your question is that if we don't have iron-clad examples of a gorilla, we don't have an iron-clad understanding of what a gorilla is. Without that, we don't have an iron-clad understanding of what to look for in potential gorillas. Just my opinion. --Mike Buckley

To: gdichaz who wrote (1052)	4/5/1999 4:33:00 AM
From: Uncle Frank	Read Replies (3) \| Respond to of 54805

Chaz, I was a long term intc investor, but folded my position in March at 135. I have great respect for the company, its management, and its products, but I don't like the way cyclicals behave, and I don't like the size of the investments necessary to bring on new semiconductor fabs. Despite this, I am certain that Intel will continue to reward its investors. I continue to be a long term msft investor, and would buy more even at these levels and be certain that I would be rewarded. But I came to some decisions about how I will allocate my investments following a period of over comittment to dell. So I will retain my Softee holdings without increasing them, and will do so until their fundamentals change. My decision now is how to free capital for an investment in qcom. I hold approximately equal positions in aol, csco, and dell. As an advocate of the Gorilla Game, I have decided to hold csco, and reduce my holdings in aol and dell, since a Gorilla is always preferable to a King (or a Prince with attitude in the case of dell). As far as I am concerned, the primary purpose of this thread is in the discussion of Gorilla-ness, as you put it. I believe that is why most of us gravitated to this site and continue to frequent it. You posts clearly indicate you don't value this approach, and don't wish to share in the terminology or methodology. This being the case, I don't understand what you hope to accomplish on the G&K thread. You made 17 posts to this thread yesterday, which was roughly 40% of the bandwidth, and I think more than a little excessive. A good percentage of those were factless attacks on Microsoft, and a number of the others criticized the thread's structure. I'm afraid I'm going to have to tune you out, Chaz; I haven't found your posts to be productive for my investment purposes. Best of luck with your investments, Frank