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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Eric L who wrote (15674)	1/19/2000 7:22:00 PM
From: Mike Buckley	Read Replies (1) of 54805

Gorilla Gamers! Watching the market develop for the Crusoe technology will be great for Gorilla Gamers. It's certainly a discontinuous innovation that makes it easier for end users' continuity. It's a proprietary, open technology with a mass market. It's got all the makings of a potential Gorilla. And to top it off, it aims to topple one of the biggest, baddest Gorillas of them all, Intel. We need to watch this closely, not because it might be an investment for us when the company goes public, but because it is the first enabling technology with a mass-market potential that came on the market since our folder was born. We need to keep this under the microscope because of its potential to be a very valuable learning experience, using Gorilla-Gaming criteria as we watch the product make its way from vaporware through the adoption life cycle in real time. The stuff we learn from watching this will be applied to everything we think we already know about Gorilla Gaming. To think that people pay tuition to go to colleges and universities when we're getting post-graduate educations for free right here in the folder. Amazing. --Mike Buckley

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