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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Bruce Brown who wrote (36077)12/7/2000 11:50:47 AM
From: Mike Buckley  Read Replies (2) of 54805
 
Bruce,

The revision of the manual took place when an entire wave of companies (the dotcom's) were certainly going public and the importance of those initial waves which began back with AOL in 1992/93 and led into 1998-2000 where a lot of venture capital and investment capital was being addressed in the space.

What space? I've come to the conclusion that the important issue is that the manual is about high-tech companies and only high-tech companies. AOL, Yahoo!, Amazon and eBay are NOT high-tech companies. They use high-technology to accomplish their mission but they do not sell high-tech products. The manual tells us repeatedly that Gorillas come only from the universe of high-tech companies. Yet the cover of the revised manual says in bold red letters, "New! Finding the Internet Gorilla." The fact that the authors crossed the line into the realm of non-high-tech companies certainly speaks volume to me about their credibility insofar as decisions about the manual are concerned.

--Mike Buckley
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