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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: gdichaz who wrote (2570)	6/10/1999 11:52:00 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

>>CMGI was already in the Gorilla and Kings portfolio when I found this thread, so curious re the basis for its inclusion Chaz, when I put together the G&K Index, it was an individual effort to add an analytical feature to the thread and I chose the components based on my personal assessment. I saw cmgi as the King of e.com VCs, and still do. The only contender that's hit my radar screen is sfe, which has less than 7% of the revenue of cmgi. The selection criteria that was finally adopted by the thread led to the switch of cmgi from the G&K Index to the W&W Index, where it has resided for several months. Since its market cap has crossed $10B (for the moment), it may be up for consideration for promotion to the G&K index in the future. Frank