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

To: Grantcw who wrote (47)	9/3/1999 12:35:00 PM
From: Teflon	Respond to of 1817

Great points, Grant. And thanks for stopping by. Please join in whenever you have something to add. Regarding SFE, ICGE and CMGI, you make an excellent point. But then, if these could potentially be enablers in bringing little Godzillas into the eWorld, then genetically some might argue they must have Godzilla genes in their DNA. Since we are going to need to work through how we qualify Godzillas, baby godzillas and other animals in this new context, I'm not about to write them off just yet. But hopefully as our understanding crystalizes we will be better able to qualify where these companies fit. I will say that ICGE has an unbelievable portfolio of B2B ebusiness companies and they are way out in front of the competition. How this translates into owning a mechanism that breeds high switching costs, or better yet, high cost of NOT doing business with/seeking funding from ICGE. We'll explore this more later. And I agree with you re: AOL. Teflon