Gorilla Game Investing in the eWorld Message Board

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Strategies & Market Trends : Gorilla Game Investing in the eWorld

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To: Bruce Brown who wrote (477)	10/22/1999 11:12:00 AM
From: gdichaz	Read Replies (3) of 1817

Bruce: Re B2B: Seems like many of us here suffer from the flip side of Peter Lynch's idea of investing in what we know. Many of us do not know much about or have personal experience with Business to Business e commerce. Therefore while it is possible to run the Icarus numbers and check Fool criterea on B2C stocks such as EBay and Amazon as you have done so carefully and thoroughly, this is more difficult for B2B companies. Many of us are just not familiar enough with them to be comfortable doing that in the case of individual B2B companies. So far I have stuck to the incubators such as SFE, and ICGE primarily for the reason that this means I can ride on their expertise so to speak. What do you suggest we can do here to stimulate more Icarus scoring (and checking against Fool criterea) for B2B companies? Cha2

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