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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (34053)	10/30/2000 9:38:11 AM
From: Bruce Brown	Read Replies (1) of 54805

UF, I believe Don was presenting it in context of the Project Network: siliconinvestor.com where the assignments were.... Focus companies: Siebel--Mike Buckley I2--Bruce Brown NTAP--Down South JDSU--pending WIND--Don Mosher GLBX--Don Mosher QCOM--Eric L. (potential draftee) YHOO--Don Mosher (first report expected) Perhaps we simply need to get Don's report title changed to the Project Network title rather than Project Hunt title. Yahoo! was the choice to represent the 'pure' godzilla play in the assignments and was selected as the 'kick off' report for the project. BB

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