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

To: Teflon who wrote (44)	9/3/1999 11:53:00 AM
From: gdichaz	Read Replies (1) \| Respond to of 1817

Teflon: The growing pains here will be part of the fun. Focus will be difficult, since there are several "animals" [potential Godzillas] worth considering. Since your intent seems to be to focus primarily on e business to business, at least initially, then the "nurturing" companies such as SFE and even more directly ICGE seem a "must" inclusion. Then the question is, from there where? You are most likely best equipped to give guidance on that since you know the e business personally and professionally. Re AOL, I do not consider AOL a good current investment. (Just IMO), but cited AOL only as an example of where the "processes" may be key rather than a proprietary "product" - whether that product is enabling or otherwise. Could there be an enabling "process" for example? Or some other key to a "lock"? Don't have a clue - yet. Amost by definition the e business to business seems to me as a beginner in this to be service - process oriented rather than "product" oriented. Therefore this is new ground for trying out and modifying if necessary the GG approach. That to me will be a major part of the fun here. We can learn and grow as we go. But once more, you will have to be patient with those of us who have a steep learning curve compared to you yourself. Onward and upward. Cha2

To: Teflon who wrote (44)	9/3/1999 12:36:00 PM
From: Sunny	Respond to of 1817

Teflon, I am still using the classic version of SI. I have been able to access the portfolio since I first looked this morning. For a while the link to allow you to see the charts directly from the portfolio page was not working but all appears to be well now. Speaking of the charts, ICGE appears to be off to the races while the other two have fallen considerably over the past 100 days. In you opinion is ICGE over hyped at this point. And are the other 2 down because they have a base business that can be evaluated on fundamentals and the "promise" is a smaller portion of the expectations on the company's future? Sunny