Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Bruce Brown who wrote (32579)	9/29/2000 9:23:45 AM
From: the hube	of 54805

Bruce The consolidation in the space is interesting since your report was written. Worldcom's purchase of Intermedia and now the Exodus purchase of Global Crossing's web hosting unit. Would you say the leaders today are: Exodus Worldcom Intel Level 3 Qwest Akami GTE AT&T I was going to say that you shouldn't leave out GENU, but then I saw you have GTE, which I think you should rename. I think they will do quite well in this royalty game, and IMO they are quite undervalued at this point (under $7B market cap, with $2B in cash). John

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