Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike 2.0 who wrote (13610)	12/30/1999 12:51:00 PM
From: Uncle Frank	Read Replies (1) of 54805

>> G&K hunting looks most promising in handheld space (COMS for PALM spinoff, and Symbian owners. I am following the hh game with interest, but have not been convinced that this is a gg play yet. >> 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. Clearly not a gg sector, but one of great opportunity. I think is belongs on our sister thread devoted to Godzilla hunting in the e-commerce world. uf

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