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Strategies & Market Trends : Gorilla Game Investing in the eWorld -- Ignore unavailable to you. Want to Upgrade?


To: Teflon who wrote (4)9/2/1999 9:40:00 PM
From: gdichaz  Read Replies (2) | Respond to of 1817
 
Teflon: Thanks for this thread. Like Mike, I have not read the new edition and therefore I should probably wait to post but as Mike knows too well I am an impetuous senior. Like to move fast when I see a good thing - and this is - IMO.

Hope it will be possible to discuss diamonds in the rough here and be able to learn about internet companies which I am just beginning to study.

My initial interest in SFE was that it seemed to me that SFE was a way to participate in the internet while getting help in choosing key companies through SFE. And the bonus would be that SFE itself looked like the best of the internet incubators. Now with my ICGE (thanks to SFE) I am able to have two good incubators and can decide which is better over time - in gorilla game fashion. (To make this more realistic, I bought some ICGE on the open market as an initial move toward balancing the two.)

Over the years I have found that a couple of good bets, initially at least, is a superior strategy to trying to single out just one. So that is where I am - happy with both. As we go along, hope we can refine the selection process. Look forward to that. And especially look forward to the opportunity to learn about e business to business from you Teflon. Cha2