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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Teflon who wrote (2166)	5/23/1999 8:23:00 PM
From: gdichaz	of 54805

Teflon: Uncle Frank complained a while back that we were agreeing too much. Forget his phrasing but that was the gist. But I agree again - strongly. I dumped my individual internut stocks such as Amazon and E Bay (even though they had done very well so far) to put the proceeds into SFE, since I did not know enough about the internuts to be anywhere near as comfortable choosing individual stocks among the internuts as I am in telecom wireless and fiber. SFE's demonstrated management savy over a long time and approach in general in technology start ups, including the current emphasis on internuts, give me the comfort level I missed. May be entirely wrong, of course, but I sleep well with them as my internut "balance wheel". The ability to get in on internut IPOs sponsored by SFE is a major benefit IMO. Particularly since SFE has helped them "come out" and yet does not sever its relationship with them. Know of no other similar opportunity - particularly in the internuts. Do you? Pleased that Mike hasn't said "when". You are more persuasive than I am. Good luck Monday and onward and upward. Chaz too

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