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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote ()	3/28/2000 11:19:00 PM
From: kumar	Read Replies (2) of 54805

Moore on tornado watch : comments ? below, an excerpt from GM on the GG listserv. should these comments have some redefinition of the HUNT projects ? Seems to me that "price/vision" is becoming more important than before.... cheers, kumar ------------------------------ To reiterate my view of this particular list, I think it is a place to pursue the key concerns of gorilla game investing which include the care and feeding of current gorillas (I think Microsoft, for example, may have an infected tooth or two) and an ever-vigilant tornado watch. Note that I said tornado watch, not gorilla watch, for the tornado shows up, in my view, before the gorilla does. So to the degree that we engage in speculative searches, I would encourage us not to get too caught up in company financials until such time as we have confirmed tornado market warnings. Cheers, Geoff Geoffrey Moore Chairman, The Chasm Group (650) 312-1946 Venture Partner, Mohr Davidow Ventures (650) 854-7236

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