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

To: mariner who wrote (1694)	5/5/1999 12:46:00 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

Mariner, congratulations on buying the basic textbook. If you look at the front cover (which I can't right now) it says something like - a guide to investing in high technology. IMO the factors it is based on don't exist outside the tech sector. Personally I'm not going to touch csco until I see their earnings next week. There is great potential for upside surprise in revenues based on what I have seen and heard. I'll make up my mind on aol after today's shareholders meeting. And I'm looking for a run up on dell (market conditions allowing) before their report on 5/18. I don't think there's a need to rush into Q; the time to do that was before their earnings report. Frank

To: mariner who wrote (1694)	5/5/1999 12:54:00 PM
From: LindyBill	Respond to of 54805

The "Gorilla" theory really only works in Tech. Most of us got a lot out of the first part of the book, but don't subscribe to the "basket" investment approach at the back of the book.

To: mariner who wrote (1694)	5/5/1999 2:32:00 PM
From: chaz	Read Replies (1) \| Respond to of 54805

Mariner, I've gone through two reads, and feel the notions expressed apply almost entirely to techs. There are interesting companies elsewhere, and some of them are truly gorillas in their fields. The singular difference, it seems to me, others may differ, is the collection of firms from which a gorilla develops does not seem to exist outside tech. Another is the reward opportunity....much greater in tech, seems to happen with regular frquency, much more so than in other market areas. The essence of the book, to me, is demistification of the "tech gamble" idea. If you know what you're doing, not always sure I do, it's not gambling....even though Unk Frank likes to tell us it's a casino...I think it's more like a toll booth.

To: mariner who wrote (1694)	5/5/1999 8:54:00 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Mariner, Is the Gorilla theory only applicable to the tech sector? If not, can it be applied across the board to other market areas? Strictly speaking, a gorilla only emerges in the tech sector. However, one of the real values of the book for me is that it helps us appreciate the quasi-gorilla attributes that do indeed apply to non-techs, even though they apply usually to a lesser degree. As you read the "manual," keep in mind those non-tech companies. Example: You'll read about the impact of the high cost of switching. Though AOL isn't a gorilla, using the definition in the book, its users that don't want to give up their AOL e-mail address definitely have a switching issue to contend with. Not exactly what the book defines as a high cost of switching, but definitely related. --Mike Buckley