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Strategies & Market Trends : Gorilla Game Investing in the eWorld

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To: Sunny who wrote (43)	9/3/1999 11:35:00 AM
From: Teflon	Read Replies (2) of 1817

Sunny, I completely agree. Frankly, I haven't given the portfolio much thought yet as I only included the issues we've thrown around on the G&K Thread. Limiting the scope of discussions to "transaction based companies" would be a huge mistake, and that's not the intent of this Thread. For instance, I've been giving HOMS a lot of thought. Many think that they have effectively locked up the real estate market online. This would be a "Content" oriented mechanism, not transaction based. The portfolio needs attention, but that's why we're here! btw, can you successfully access the portfolio, Sunny? Teflon

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