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

To: Uncle Frank who wrote (2476)	6/5/1999 11:38:00 AM
From: gdichaz	Respond to of 54805

Uncle Frank: Couldn't agree more. When I thought that some on the thread might like to take a look at Loral and put out a trial balloon on it, Ausdauer was just starting out. I knew I didn't have a chance to come close to matching his potential presentation. Now, that is even more clear. BTW my last post on LU,CSCO and NT needs to be taken with a bucket of salt since it is just one author's opinion and he throws out a lot of stuff in passing that he seems to think is cute but I am highly skeptical of. Should have attached a disclaimer to it. So consider this as a disclaimer. As always, best personal regards. Chaz too

To: Uncle Frank who wrote (2476)	6/5/1999 12:08:00 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

The next person to nominate a company for Gorillahood will be in the unfortunate position of having to stand up to an unachievable standard. Agreed, Frank. The way Ausdauer summarizes, paraphrases and quotes critical parts of the book provides compelling reading even for those who have no interest in SNDK. Thanks to him, I'm getting a re-education of what gorilla gaming is all about. --Mike Buckley

To: Uncle Frank who wrote (2476)	6/5/1999 12:18:00 PM
From: NY Stew	Read Replies (1) \| Respond to of 54805

Uncle Frank, Hmmm, I wonder if ausdauer is a professional writer and maybe a PR agent for sndk? I have known Aus for over a year and I am starting to wonder myself. No, but seriously he is a hard worker with extraordinary organizational skills. He and Mike have much in common which I am sure is becoming apparent to the rest of the thread. I gravitate towards those with the ability to study a subject as if under a microscope. Perhaps with some envy. All too often I view matters with a telescope and am off chasing windmills. Regards Stew

To: Uncle Frank who wrote (2476)	6/5/1999 10:13:00 PM
From: Ausdauer	Read Replies (1) \| Respond to of 54805

Uncle Frank, Hmmm, I wonder if Ausdauer is a professional writer and maybe a PR agent for SanDisk? The beauty of investment threads like SI is the ability of the accused to face his accuser. I guess I take your remark as a compliment. Certainly I am not a writer by profession. Most professional writers have mastered the use of the spell checker at this point. I also do not take exception to the implication that I have been planted by SanDisk to pollute web sites with unsolicited posts which hype the company or present it in an unrealistically favorable light. I have been accused of that before on the SanDisk thread itself. Do recall that I stated from the beginning that I have an established long position in SanDisk. I was attracted to this thread because of similarities I perceived in the maturation of SanDisk's business plan and the recipe for success which Moore has proposed. I have attempted to highlight these observations for those who may be interested in this company and are willing to listen. If you find my rhetoric persuasive, perhaps you should ask yourself whether it is because of the writing itself or the context of discussion which has been deliberately tailored to the theme of this thread. To suggest that it is a sanitized weapon of propaganda pulled from cold storage and stamped with the approval of the SanDisk Board of Directors is ridiculous. If you find my posts unnecessarily detailed and seasoned with a degree of "overkill", perhaps it is because of a passion I have for this company. The chapter on passion and belief was one section that Moore left out of his book. It is often felt to be an intoxicant which renders one's sensibility useless. To this I plead guily. However, it has helped me maintain steadfastly my commitment to this investment even as the market pushed the stock price to punishingly low depths (cash value) last October. I'd suggest you read the primer (the Gorilla Game) if you haven't already done so, and then lurk the thread for a while to see if our style suits your sensibilities. I did take offense to this comment, because it was evident from my original post to this thread that I had already read the book. (Also, I intentionally referenced your founding post.) I have already forgiven you for that one. Message 9820624 Aus