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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (44164)	7/6/2001 10:12:46 AM
From: Mike Buckley	Read Replies (1) of 54805

I keep forgetting to mention the Rule the World (RTW) newsletter. For those of you who are into short articles of the nature that you typically find online, the newsletter isn't for you. If, on the other hand, you're interested in a publication that gives ample space for the contributing editors to thoroughly explain their perspective, the newsletter might be tailor-made to fit your needs. To get to all the newsletters: y42.briefcase.yahoo.com To get to the most recent newsletter: us.f1.yahoofs.com The reason I mention the most recent one is because it contains three pieces well worth reading. Paul Philp presents a masterful treatise on valuation. Not only is the piece well worth understanding, it contains all sorts of links to supporting information. Dave Young's piece about Rambus is chock-full of the stuff we think is important around here. And if you're disheartened by the tech market in the last year and a half, you'll definitely want to take the time to appreciate Matt Tomkins's point of view about hope for the future. --Mike Buckley

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