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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Teflon who wrote (101)2/20/1999 12:45:00 PM
From: KY  Read Replies (1) of 54805
 
ATHM has room to run, but I feel that it will inevitably run into AOL, and AOL will make the right broadband deals to continue to dominate.

I see AOL as a potential gorilla, and ATHM as an entity that will be butting heads with the AOL gorilla in the future.

As we all know from the book, if you fail to dethrone the gorilla, you lose big time.
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