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Author: XaosSurfer Big red star, 1000 posts Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 71299  
Subject: A personal note to Mish Date: 6/30/2002 3:14 PM
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Mike,

I am becoming more concerened with the content and tone of your posts on this board. I don't know what you hope to accomplish but it does not seem to me to be constructive.

I believe that the principles of Gorilla Game investing will once again begin to work at some point in the future. It is an approach that makes sense for me to apply since I study and use Moore's ideas and their derivatives almost daily in my work. I decided a couple of years ago to invest some time to keep the on-line community of people interested in Gorilla Gaming alive. I worked hard on the TMF Gorilla Game board. I participated at the SI Gorilla Game. I busted my hump to build a following for this board and it has become the last home to serious Gorilla Gamers.

Very few posters on this board misunderstand the current situation but they have still decided that it worth their time to participate in the discussions. Who knows why? Maybe they think it is a good investment of their time. Maybe they enjoy the conversation. Maybe it is just nice to have a community of people who think somewhat similar thoughts. Whatever the reason it does seem like their is a core group of people who want to keep the conversation alive.

This board is a testament to their creative energy. It is very hard to be a Gorilla Game influenced person right now. During the bubble it seemed like every technology company was assigned Gorilla-like valuations. The core principles of the Gorilla Game broke during the bubble. In some ways they are still broken. I, and many others, have learned much by following the events of the last few years. We have also extended our toolkits to deepen our financial and valuation skills.

We have long ago lost the bandwagon people who were just looking to make a quick buck fast. It seems that the rest of us just enjoy hanging out together. Until recently. Since you have decided to post here I have begun to lose interest in this board. I read the bearish analysis in very many places. It is not hard to find right now. It adds nothing to this thread to include the bearish discussions. If people are interested, as I am, there are plenty of places to find them.

However, finding intelligent conversation about the state of technology, the technology industry and technology investment - that is a rare pleasure right now.

I am proud of this community and I am proud of my role in creating helping create the community. I am asking that you respect the intention of this board and that you stop posting your bearish analysis and negative commentaries here. You have a board of your own at the Motley Fool. Anyone interest in keeping abreast of your thinking can find it on your board. This is not a matter of supressing your thinking but it is a matter of maintaining our community.

BTW, the reason I, and I suspect others, don't respond to your challenges to the Gorilla Game is that your posts are very ill informed. They remind me of the people who say 'Charts don't work' without having done any research on the topic. It seems to me that you have either not read or not understood The Gorilla Game. It is very hard to debate when one party has not done the required preperation.

I trust that you will respect our community and use your own board to further your interests in the bearish side of the market.

Good luck,
Paul
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