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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (20444)	3/17/2000 3:44:00 PM
From: Andrew N. Cothran	Read Replies (2) of 54805

Mike and thread. Call me a tortoise but today, I took a small position in XLA after rereading Gildertech and after several days of dd. If Gilder is right (and he has been oh so right about oh so much) then XLA will claim a large part of the internet interglobal communications market with its patented Mirror Image solution. Would be interested in any "take" that any of you G&K researchers might come up with. I am not suggesting XLA as a G&K candidate. I am merely approaching it as another potentially exciting speculation in a sea of speculations, with the added caveat that it has been blessed by Gilder who has recently included it in his world of telecosm technologies. For your further information, this is the same Gilder who put me on to QCOM back in November, 1996.

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