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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Bruce Brown who wrote (32972)	10/13/2000 5:09:02 PM
From: johnzhang	Read Replies (2) of 54805

Re: Worth Magazine Article On Mr. Vilar Bruce, We should invite him on the board to see where he's placing his money for the next $10 billion. We could have a peek on Mr. Vilar's bet through November issue of Worth magazine. In the cover story "Explosive Growth - Alberto Vilar's hot stocks of the future", it revealed his Amerido Tech Fund owns Sycamore, Akamai, Broadcom and Juniper in broadband area, Corvis in optical-networking field, Ariba and Commerce One in B2B arena, Priceline and eBay in B2C, and Yahoo, Critical Path, Exodus, Siebel and Inktomi round out its major holdings. Best, John

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