Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: DiB who wrote (1207)	4/7/1999 6:12:00 PM
From: Uncle Frank	Read Replies (2) of 54805

>>What J.Moore's category do you put it in and why? I think Geoffrey would classify aol as a King, due to their market share in the isp/content provider sector. We've had a number of discussions about it on the thread, and due to the "stickyness" of their service, they may have some Gorillalike characteristics. So let's think of a King with a full beard and long hair <g>. As to why it keeps going up, it may be because they have been making a number of strategic moves, as in the acquisition of nscp, the alliances with sunw/cbs/etc., and have a lot of high p/e stock with which to buy more good stuff. Bottom line, they keep going up because everyone wants in, but those that hold it are reluctant to sell; it's really that simple. I'm not going to try to justify a p/e >600, but I am enjoying the ride <vbg>. Frank

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