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Technology Stocks : Gorilla Game
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To: mauser96 who wrote (319)11/10/1998 9:17:00 PM
From: Mike Buckley  Read Replies (1) of 387
 
Lucius,

In my previous post I forgot to mention two important points.

For those who think the authors took down their portfolio because it was doing badly, I think there is compelling evidence to the contrary. They started a listserv that is moderated. When their moderator became aware that the portfolio was being tracked on a Yahoo site, the moderator changed all the e-mails. The first sentence mentions the URL of the portfolio, informing everyone subscribing to the listserv.

I also forgot to respond to your comparison of Rambus and Citrix. I think it's fascinating that neither company's product will have their own tornado. If their products become adopted in tornado-like fashion, they will really be riding the winds of Intel's tornad (in the case of Rambus) and Microsoft's tornado (in the case of Citrix.) As much as I wish I'd thought of that myself, the idea came from Geoff Moore.

--Mike Buckley
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