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Strategies & Market Trends : Gorilla Game Investing in the eWorld

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To: Percival 917 who wrote (413)10/12/1999 11:19:00 AM
From: Teflon   of 1817
 
Thanks, Joel. Sorry for the delay in getting back to you. My schedule both at home and at work is as unpredictable as ever...don' know where all the time has gone.

I agree on the basket approach on these two stocks, ARBA and CMRC, and I also agree that neither is close to achieving Gorilla status. The nature of their products is such that there are few barriers to entry from a technology perspective, though the relationship and networking characteristics of their products will be tough competitive advantages for many to overcome.

Teflon
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