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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Jill who wrote (4628)8/4/1999 11:05:00 AM
From: DownSouth  Read Replies (2) of 54805
 
Jill, I have been meaning to thank you for your words of encouragement the last few days.

BTW, I, too agree w/FranQ's assessment of AOL. It ain't a Gorilla. There may never be one in the ISP domain. There probably should not be one there ever, as this should be a truly competitive domain with niches dominated by a few players in each niche, perhaps.

Yesterday was painful! Q's fall took me to lows that I have not seen in a few months, below my hoped for "never again" portfolio value. I really hope we don't see a repeat of last Summer's fall and don't really see why we should. There is no global economic meltdown on the horizon nor any equivalent,imo.

Back to the day job.
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