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

To: gdichaz who wrote (391)9/23/1999 12:47:00 AM
From: Mike Buckley  Read Replies (1) | Respond to of 1817
 
What do you think, Mike?

It's interesting that a discussion taking place right now on the other thread convinces me that the vertical generalist is the way to go. The problem with the chimps in the niches is that they becoming sitting ducks to new technologies. If the software apps chimp can dominate its niche it's the next best thing to a gorilla, but it's gotta dominate.

--Mike Buckley



To: gdichaz who wrote (391)9/30/1999 8:05:00 PM
From: Leeza Rodriguez  Read Replies (3) | Respond to of 1817
 
The gorilla players in the B2C world will be Linkshare, BeFree and cj.com. They are the aggregators of the affiliate networks. These companies will get a % of the entire e-tail distribution channel.

BTW- ICGE owns 48% of Linkshare.

Leeza Rodriguez


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