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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (19127)	3/1/2000 10:19:00 AM
From: Bruce Brown	Read Replies (1) of 54805

RE: CAP at Columbia Mike - get over there. It's really a good site and should be right up your alley. According to Lucy over at the Fool, The Gorilla Game was mentioned in the WSJ interactive today. Here's the link: This morning's Wall Street Journal contained their annual Shareowner's Scorecard. One of the articles recommends the GG approach. "The portfolio approach for high-technology stocks advocated by Geoffrey A. Moore, Paul Johnson and Tom Kippola in "The Gorilla Game" (Harper Business, 1999 is particularly prudent because of the winner-take-all phenomenon so prevalent in high technology." WSJ 3/1/2000 interactive.wsj.com Another item on the internet that might be of interest to any of you that have invested in the royalty play of Broadcom can listen to the CFO's interview at the BancBoston Robertson Stephens technology conference. Here's that link: vcall.com That's about all the material I can steal for one day. <ggg> BB

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