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

To: Teflon who wrote (337)	9/15/1999 11:15:00 PM
From: Mike Buckley	Read Replies (2) \| Respond to of 1817

Speaking of nurturers, did anyone see the nurturing bestowed upon the Motley Fool today? The Gardner brothers have secured a $26.5 million round of financing from a couple of nurturers who, from the impression I got from the Gardners' open letter, are more than financiers. And did you notice that the first people to be told of the deal were their customers? Yep, they intentionally announced the deal to the customers at their web site before issuing the standard press release. My thinking is that the Motley Fool is a godzilla candidate. Anyone else have thoughts about that? --Mike Buckley

To: Teflon who wrote (337)	9/16/1999 1:38:00 AM
From: gdichaz	Respond to of 1817

Teflon: Much as some of us might wish to concentrate exclusively on B2B e commerce, I suggest that is impractical. Many of us are very interested in discussing and investing in leading e commerce B2C companies and the areas in which they operate. That has been demonstrated by the enthusiasm and active participation when AOL was being discussed for example. This is also seems to be the case with xDSL vs cable, etc. and the companies participating in those technologies. Therefore I would suggest that the first cut at trying to divide the Diamonds in the Rough would be: B2B B2C Then within B2B: Nurturers Others This is a suggestion for a beginning which can be refined as we go. Cha2

To: Teflon who wrote (337)	9/16/1999 1:46:00 AM
From: gdichaz	Read Replies (2) \| Respond to of 1817

Teflon: The flip side of trying to break the Diamonds in the Rough into categories is that we may find ourselves in long (and even heated) discussions of definitions and which companies belong where. Too much of that could be a distraction from what is the main business, learning about the e commerce in general, the business to business part of that business in particular (an area where I for one have a lot to learn) and which companies are leaders and why. Nevertheless, it does seem to me that some categorization will help focus discussion. Among other advantages, we could start a post with a label such as B2B or B2C so that those who might be most interested can look at it more carefully than those less interested. So recognizing the potential downside, I suggest that some breakdown into categories would be more useful than none. Cha2