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Technology Stocks : Gorilla Game
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To: Terry who wrote (342)1/13/1999 10:05:00 PM
From: Shane M  Read Replies (1) of 387
 
Terry,

ITWO is my #1 candidate.

I hold ORCL and PSFT also. Looking at purchasing some SAP should it fall farther.

I own CKFR, but not necessarily as a gorilla game stock yet. This area is still wide open, despite CKFR's big lead. Look for CKFR to build up barriers to entry, proprietary technology, and increase switching costs as the game goes along. They'll need to do this to become a gorilla. Right now it's just too early to tell how ebill will pan out IMO.

CYMI in the semi's is interesting, although I don't think much of the semi-equip's prospects at the moment.

DCTM - data mining, seems to be in the tornado, but I honestly can't figure out what makes their business tick. Might be gorilla stuff.

Shane
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