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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Don Mosher who wrote (38497)	1/26/2001 7:56:46 PM
From: hueyone	Read Replies (1) of 54805

re:To invest early in the summer, you must embrace an investment theory that posits that network effects achieve a lock-in when they reach critical mass. It is to believe that indirect network effects based on pre-integrated compatibility in hardware and software produced a needed solution that already has created strong competitive advantages, so strong that they ensure that subsequent direct network effects are highly probable if not inevitable. Thank you for your substantial effort Don. As you know I am an "early" Wind investor---though not as early as you. I believe it is inevitable that Wind will be ordained a gorilla. Thanks for bringing the Wind thread's lily pond spreadsheet over here. I have been really impressed with Alan, Peter's and others work on this project. Here is the spreadsheet again for those of you who didn't pick it out of Don's posts. net-gain.com Best, Huey Disclaimer: The spreadsheet represents the best estimate opinions of certain Wind thread members and is not a site officially connected to Wind River in any way.

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