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Strategies & Market Trends : Gorilla Game Investing in the eWorld

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To: Teflon who wrote (1365)2/29/2000 9:36:00 PM
From: SecularBull   of 1817
 
Well, first, I don't think that anyone will have the commanding value chain in the end in this space.

I think that we have a couple of strong Kings (if it's possible for there to be two) at present (CMGI & ICGE), but I expect that the field will fill up soon. This will dilute CMGI and ICGE's market share positions, creating a group of Princes. Yet, I am not one to run away from a good Prince (or King), just because it will not be a Gorilla.

I think that the hypergrowth will be in the just-being-discovereds and yet-to-be-discovereds, like RRRR and your other divine suggestion.

raremediumgroup.com

raremedium.com

cbs.marketwatch.com

ragingbull.com

LoF
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