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Strategies & Market Trends : Gorilla Game Investing in the eWorld

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To: gdichaz who wrote (146)9/7/1999 4:59:00 PM
From: Bruce Brown   of 1817
 
Cha2 wrote:

>I sort of ignored COVD earlier this year cos it was a hot IPO and cos it was one of a confusing pack of DSL stox. But I like it now and wondering if this may be the emerging pure-play DSL gorilla. Anyway got half a position at $46.07 now.

>Doesn't look much like gorilla to me, but is it a baby? Comments?

I don't see how it could be a gorilla game. However, with COVD's recently announced strategy to boost their share of the market to 40 percent, it's looking like quite a respectable investment for the long haul. Perhaps a royalty game where Covad is positioning itself to be the King.

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