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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: chaz who wrote (14778)1/10/2000 6:49:00 AM
From: Seeker of Truth  Read Replies (3) of 54805
 
Barron's took aim at ICGE over the weekend so today there should be a big price drop in it and its parent, SFE. BUT, none of the internet venture capital champs namely Softbank, CMGI,SFE and ICGE are gorillas. There is no proprietary architecture. Softbank is by far the largest but size alone doesn't give gorilla status. There are no barriers to entry except cash. Such stocks are not part of the gorilla game. They are much more risky than gorillas. Ashamedly I admit to owning some shares in three of the above but that's not a fit subject for discussion in a family oriented Gorilla and King board.
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