Glad the event went well, Lindy. Probably best all were in route today while the Nasdaq had a 'little' dip that would have scared a few into a rest area or two.
I just wanted to share something that was posted on the Gorilla Game listserv while you were all gathering for the Qualcomm annual meeting and the G&K get together. Keep in mind, that the poster Geoff Moore is responding to has posted many 'trading type' posts on the list in the past. I think Geoff was finally inspired to cool his jets a little bit. However, based on the past couple of days of posts, it didn't seem to cool him any. Regardless, I post this for the main reason of a lot of our recent focus on Echelon on this thread:
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Subject: RE: gorillagame Digest #807 - 03/03/00
From: "Geoffrey Moore" <geoffmoore@>
Date: Mon, 6 Mar 2000 05:55:19 -0800
Gang,
Per the post on Echelon, Todd is right on in terms of saying gorilla potential yes, tornado, not yet. Just please recall that Gorilla Game investing says do not enter horizontal plays until after the tornado starts. GG is not a testosterone test!
Geoff
Geoffrey Moore
Chairman, The Chasm Group
(650) 312-
Venture Partner, Mohr Davidow Ventures
(650) 854-
Posted in response to:
Excellent post. Looks like all the makings of a true gorilla, including proprietary open standards. The only missing item is the start of the tornado. Of course when (if?) that starts the stock will be much higher. For all you clamoring for earlier identification of gorillas I think you just got your wish. The market cap is only $2.7 billion - puny by today's hi-tech/internet standards. Now, who among you has the balls to step up to the plate and take a position?
Todd
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Although investing does take intestinal fortitude at times, I think we all realize the importance of tornado activity to solidify our investing choices. It was good to read Geoff's comments in response to the poster's comments 'who has the balls to step up to the plate'.
BB |
