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

To: edkaiser who wrote (472)	10/20/1999 4:53:00 AM
From: Bruce Brown	Respond to of 1817

I've only begun to read this, and already I am impressed beyond words by the completeness of your work. Have you done this for many companies? Thanks. Yes, I'm doing this with many companies at the moment. The Foolish Five work I have always used something like it in terms of criteria for spotting companies that look like a good place to invest some money. The Icarus scoring is new to me and I'm trying to learn it and utilize it since it appeared in the revised edition of The Gorilla Game that came out at the end of August, 1999. It applies to the Godzilla - winner take all - Game of the Internet stocks and business models. I'm not advocating that it is a proven method as the game is unfolding before our eyes. However, what we are trying to do here is develop a Godzilla Game monitoring system to gauge and follow this stocks. I, personally, have invested money in Yahoo!, Amazon, AOL, DoubleClick (my largest holding of these), Ariba, ICGE, i2, Siebel, Inktomi and CMGI. They are all in various categories and it is my hope that I can get a better handle on how to watch the game unfold and use this system of Icarus and Foolish criteria to judge my holdings and make decisions. p.s. - I hope your son feels better soon. Thanks, he does. No fun cleaning up a mess like that late at night. He's home from school today and feeling much better. It was a one upchuck deal. <g> BB