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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Thomas Mercer-Hursh who wrote (43382)	6/11/2001 1:59:57 PM
From: Mike Buckley	Read Replies (1) of 54805

Thomas, Most of your concerns about BEAS bring us back to Rule #2 to minimize risk. I realize that Paul Philp feels the tornado began roughly six months ago, but I don't have convincing evidence of that. If I'm right that the tornado has not yet begun, that fact combined with the extraordinary valuation of the stock makes an investment in BEAS much riskier than pure Gorilla Gamers will want to touch. .NET will need an appserver too. I could be wrong, but I can't imagine that .NET won't include a suite of app server components. To do otherwise would be contrary to the tendency of Microsoft's business models, at least as this carpetologist understands its all-inclusive software strategy. It may not be a deep chasm, but there is a bit of a chasm to cross here nevertheless. Should I infer that you don't feel the product has crossed the chasm? If that's the case, has there ever been a company with a $1 billion run rate whose product category hasn't crossed? --Mike Buckley

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