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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: TigerPaw who wrote (29389)	8/4/2000 1:53:46 PM
From: Mike Buckley	Read Replies (7) of 54805

internetstocks.com That interview of Paul Johnson is a must-read for any Gorilla Gamer. There are a dozen quotes I could have snipped to pique your interest. I chose one of the more general ones thinking it might be appealing to a wide readership: Question: In sum, to keep the discussion in the Gorilla Game context, are we entering the broadband “tornado” – the phase of massive adoption of a new platform? Answer: We believe the tornado is right before us, so people should not be waiting but should be actively investing. Winners and losers generally emerge in this phase. It will not be dissimilar to the tornado that Cisco addressed and emerged from as the leader, yet it is likely that this much larger technology transition will create more than one Cisco. --Mike Buckley

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