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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (2542)	6/9/1999 11:11:00 AM
From: Tom Ardnij	Read Replies (1) of 54805

Uncle Frank & Thread---Take a look at SG Cowen's latest report on the Internet Companies. sgcowen.com Certainly, the Internet represents a giant discontinuous innovation with substantial potential impacts on our list of G&K companies. Lot's of potential shifting of position as it is also a disruptive technology that could impact the lock that companies have on certain technologies.(ie:operating systems, cpu's etc.) Are any of the Internet companies potential candidates in the future for the G&K wannebes. Frank, I know that AOL is a major holding of yours. Does it have potential to lock in standards and therefore competitive advantage?

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