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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Mike Buckley who wrote (10056)	11/9/1999 11:48:00 PM
From: tekboy	Read Replies (1) \| Respond to of 54805

MoMoMerlin As a complement to Mike's post of BB's PM, I'll post a PM of his (also with prior permission)...<g> It should really go on the other thread, but hey, so should the previous post...<ggg> I asked: Do you think that at these prices any of the B2B faves are defensible investments for non-momo investors, and if so, which ones? He replied: I really haven't looked at any of them closely enough to know. I've got two ideas that might be helpful. The first is that the longer your time horizon, the less important it is. The second is that you might want to wait for a major tech sell-off. There always is one eventually. You still might end up paying higher prices than you'd pay today, but the relative risk/reward ratio might be better. sounds good to me... :0) tekboy/Ares@see?youcanaskMr.Wizard.com

To: Mike Buckley who wrote (10056)	11/10/1999 12:17:00 AM
From: Dr. Id	Read Replies (1) \| Respond to of 54805

Thought that this joke might be appropriate for our list: Smart Gorilla Mr. Goldberg went to the zoo one day. While he was standing in front of the gorilla's enclosure, he noticed the gorilla watching him intently. The man waved at the gorilla, the gorilla waved back. He patted his stomach and the gorilla copied him. He jumped up and down, the gorilla started jumping. He made faces, pulled his hair, hopped on one foot, spun in a circle, and beat on his chest. His antics were copied exactly by the gorilla in the cage. All of a sudden the wind gusted and he got some grit in his eye. Mr. Goldberg rubbed his eye, trying to make it better. While doing so he stepped closer and closer to the cage. As he pulled his eyelid down to dislodge the particle, the gorilla went crazy, banged against the bars, reached out, grabbed the nearly blinded Goldberg and beat him senseless. When the zoo keeper came to Mr. Goldberg, he told the keeper what had happened. The zoo keeper nodded and explained that in gorilla language pulling down your eyelid means "fck you." The explanation didn't make the gorilla's victim feel any better but he accepted it. As he left he became madder and madder. He plotted his revenge. The next day he purchased two large knives, two party hats, two party horns, and a large sausage. Putting the sausage in his pants, he hurried to the zoo and over to the gorilla's cage, into which he tossed a hat, a knife, and a party horn. Knowing that the big ape liked to mimic people, he put on a party hat. The gorilla looked at him, and looked at the hat, and put it on. Next he picked up his horn and blew on it. The gorilla picked up his horn and did the same. He twirled in a circle blowing the horn. The gorilla did the same. Then Goldberg picked up his knife and waved it over his head. Again the gorilla copied it. Next he whipped the sausage out of his pants, and sliced it neatly in two. The gorilla looked at the knife in his big hairy hand, looked at his own crotch, and pulled down his eyelid. I guess the moral of the story is: Never fck with a Gorilla! JB

To: Mike Buckley who wrote (10056)	11/10/1999 12:19:00 PM
From: pala	Read Replies (3) \| Respond to of 54805

<<We have analysts raising earnings expectations across the board and they are still too low. I think we've entered a powerful phase of the market and Siebel is one of the 'pick and tool' companies that is going to help corporations get even meaner and leaner. That goes for i2 as well>> Just so but earnings are a non issue to us, these guys are in the early stage of what could be the mother of all tornado's. Market share and standards are what's important right now. i2 is moving from a license revenue model to a reacurring revenue model. Revenues forever as long as business is done. I know you are aware of this Bruce, but I'm thinking that startup b2b providers are up against Gorilla's and the outcome is a no brainer. And the public are unwittingly acting as venture capitalists for the startups, and we know venture capitalists are happy if 1 in 10 of their ventures survive. But these days they can sell them retail at a huge markup to retail venture capitalists. This is not even in the same universe as the b2c world, with the early mover, brand advantage (small transactions to the consumers). Where the Gorillas controling the core technology were not in the game. Doug