Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: straight life who wrote (13603)	12/30/1999 11:16:00 AM
From: Mike 2.0	Read Replies (2) of 54805

FWIW all, G&K hunting looks most promising in handheld space (COMS for PALM spinoff, and Symbian owners. Also web hosting in a post Y2K era. EXDS has a significant revenue lead over competitors like DIGX, DRTN and NAVI. Not a gorilla opportunity (data center building and technology is not proprietary as defined by GG) but perhaps a king. Comments welcome there too. One key piece I am working on: what application infrastructure providers are the e-consulting firms partnered with...which co's are Razorfish Viant et al using to bring digital businesses online? For example I saw a recent Viant PR which mentioned HP as providing the web hosting. Did not make sense to me...perhaps it is via Qwest?! Thoughts/info WELCOME! Cheers!!

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