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Strategies & Market Trends : Gorilla Game Investing in the eWorld
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To: Bruce Brown who wrote (1375)3/1/2000 7:27:00 AM
From: gdichaz  Read Replies (2) of 1817
 
Bruce: Thank you. Your response is thoughtful and helpful as always. Appreciate it.

My interest in picking SFE and ICGE as my primary candidates, although in my typical "basket" approach I also bought some CMGI and Softbank (the only other nurturers I was aware of at the time)reflects the concentration you cite on B2B for ICGE and to a somewhat lesser extent SFE.

To me, SFE represents the most conservative among the nurturers. It has by far the longest (and pretty impressive) track record. It's cast of characters - its stable of people - reeks of quality. It permits participation in IPOs which have been a major financial benefit - far superior to a "dividend" IMO. So far every one has done well. ICGE being the most outstanding - so I added to that to bring its total up to that of SFE itself.
But the others have done well and I am simply holding on to them.

But the particular feature of SFE which I consider a major strength - and why I call SFE a "nurturer" rather than an "incubator" is that SFE nurtures its offspring long after their IPO and maintains a close working relationship among them wherein they support each other.

To me this mutual support is a major strength and advantage particularly in a new and difficult area such as the internet / e commerce. Stumbling is to be expected, and help when that happens can make a major difference.

Do you see this last aspect as a strength?

Best.

Cha2
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