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

To: Uncle Frank who wrote (5373)	8/25/1999 1:01:00 AM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

For those interested in a transcript of the interview with Tom Siebel: mktnews.nasdaq.com Bruce, According to that transcript Tom doesn't mention the nature of his personal relationship with Larry Ellison and he doesn't mention that they are neighbors. Hope you're beginning to get over the jet lag. :) --Mike Buckley

To: Uncle Frank who wrote (5373)	8/25/1999 10:47:00 AM
From: Teflon	Read Replies (2) \| Respond to of 54805

I couldn't resist, Frank. Take a look at this tidbit of information. As everyone here knows, Cha2 and myself tried to get SFE on the radar screen for some time. Though I know it's certainly not a Gorilla at this point in its lifespan (and may never be), the connection I just found is humorous for me at a minimum. ICGE (Internet Capital Group) was one of the portfolio companies of SFE that just went public, and look who's sitting on the Board: The Incubator Economy 8/25/99 by Tom Taulli " Includes ICGE: ...."Interestingly enough, while the IPO market has had problems lately, several companies have done quite well, one of which is an incubator: Internet Capital Group (ICGE). The company specializes in the hottest part of high-tech: business-to-business e-commerce (B2B). Think of ICG as a vast knowledge bank. For example, the company has an Advisory Board, with such names as: *Geoffrey Moore, the author of the seminal book on high-tech, Crossing the Chasm*; Esther Dyson, the CEO of EDventure Holdings (which publishes Release 1.0); Sergio Zyman, the former Chief Marketing Officer at Coca-Cola (KO) and author of The End of Marketing As We Know it; K.B. Chandrasekhar, the Chairman of the Board of Exodus Communications (EXDS) , which he co-founded. Now that I am a proud owner of ICGE through SFE's IPO participation program, I feel I am connected with Mr. Moore on some level <ggg>! Teflon