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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Boa Babe who wrote (11647)12/1/1999 11:11:00 AM
From: Apollo  Read Replies (2) of 54805
 
Good morning everybody....

I am extremely pleased to see UF back in the saddle, and taking the point, leading the troops.

My thanx to Mike, Tekboy, UpNorth and Tom A. for providing thread leadership the past couple days.

I like the consensus from the past 12 hours about staying narrowly focused on G & K strategy. I also favor the notion of civility.

Good luck to everybody; hope we're a little wiser, more thicker-skinned, less defensive, and more thoughtful of others.

As for me, since EXDS is so lightly held by our group, but in an industry that is growing from $80 billion this year to $1.2 trillion in 2003, I've decided to allocate to myself the task of becoming more familiar with Exodus, my tiny B2B play. For now, it looks like a King in a royalty game of web-hosting. So from time to time, I will share what I learn in the coming weeks about Exodus, which is splitting (for a 3rd time? this year) later this month.

Stan
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