Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: gdichaz who wrote (5865)	9/2/1999 5:24:00 PM
From: StockHawk	Respond to of 54805

>One problem is that all this stuff mucks up the purity of the GG for serious GGers, since just because Moore or Kippola are involved with ICGE is irrelevant to whether ICGE is a potential gorilla or royalty...And neither SFE nor ICGE meet the criteria of gorilla or royalty IMO< Some notes from the manual: "These are the companies we call gorillas, and the criteria by which they are identified are tightly defined in the chapters that follow. According to these criteria, no Internet stock can ever be a gorilla...[however] There is simply too much genuine value and deep-seated competitive advantage accruing to Internet companies to dismiss them as a passing fad...So we will show how investors with varying risk/reward profiles might integrate gorilla-game investing with Internet investing, keeping the two disciplines separate." They go on to say that, of the book's three authors Tom Kippola is the investor, and they site him as an early investor in companies like Oracle (1990), Microsoft, Intel and Novell (1991) and Cisco and Bay Networks (a couple of years later). Now get this: "Tom has recently shifted much of his investing attention to a variant of the gorilla game - one that is played at a much earlier stage with privately held companies. Many of these earlier stage investments are made through or in conjunction with two separate investing vehicles, Voyager Capital and Internet Capital Group." They also note that "Tom is an investor in and sits on the advisory board of Internet Capital Group, a company that identifies, invests in, operates and manages business-to-business e-commerce companies." I own SFE and ICGE, and I agree with you that they are diamonds in the rough that may be worth looking at. But this may not be the place to discuss them. StockHawk

To: gdichaz who wrote (5865)	9/2/1999 6:47:00 PM
From: Teflon	Read Replies (2) \| Respond to of 54805

Cha2, many expect ICGE will rule the B2B eBusiness VC space in a very short period of time. Whether they sit on the throne as a Gorilla, King or PWA, this Group would have to decide...but I don't think it's entirely out of the realm of what's possible. btw, here is my post from August 25th. Unfortunately I received little response from the group. :( Message 11062297 Thanks again for your support. <g> Teflon