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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: pala who wrote (12397)	12/8/1999 1:26:00 PM
From: Apollo	Read Replies (2) of 54805

Pala: You've been holding out on us; you should be posting more on this internet stuff given your obvious familiarity with the topic, and maybe presenting an internet company to us based on your acquired GG acumen. When I asked the question the other day re: "anything that is "internet-enabling" and do fairly well? Is it that people's investment in I2 represents brilliant investment acumen, or is it that the tsunami of the Internet lifts all boats?, I picked I2 out of a hat. I have no idea about the excellence or non-excellence of I2. The question was directed at eMania, not I2. I2 shareholders may have a great company, although it would be nice to have it presented here in full GG presentation mode if that is the case. I am preparing to do the same with Exodus. Exodus (exds) at $165 7/8, + 21 3/8 (not rtq) Apollo

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