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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (2689)6/17/1999 12:53:00 PM
From: Teflon  Read Replies (1) of 54805
 
The devil is always in the details, Mike. As for CMGI, they are essentially copying what SFE has implemented which is the truest form of flattery in this Market.

Regarding SFE, the ICG (Internet Capital Group) IPO will be coming out shortly and it will be a HUGE SUCCESS (IMHO). The feedback I am getting is extremely positive. This IPO will do wonders for SFE's stock price. Regardless, keep an eye on ICG as their primary investment strategy is to focus on B2B E-Business, not the traditional Business-to-Consumer applications which have consumed most of the media time over the past two years. This market is explosive.

Teflon
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