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

To: Mike Buckley who wrote (720)	11/16/1999 8:31:00 AM
From: Teflon	Respond to of 1817

That's why having friends like you, Mike, is so valuable! <vbg> Teflon

To: Mike Buckley who wrote (720)	11/16/1999 11:31:00 AM
From: gdichaz	Respond to of 1817

Mike: I agree completely that knowing a lot about a little is the way to go - a focus on a narrow area or technology. As you know, that is exactly what I do with regard to wireless and fiberoptics. I am just struggling along with others on how to do something similar here. What I thought I was suggesting was just that - breaking down e commerce into manageable chunks for concentrated learning, analysis and investment. Dealing with specific sectors or chunks or areas or whatever rather than only individual companies one at a time in isolation. But my practical problem is that I do not know enough about e commerce to even suggest how to go about that in specific terms So, I have limited my own participation and investment so far to the nurturers such as SFE and ICGE. But I still hope there is a way to discuss individual e commerce companies in context. Just don't know yet how to divide e commerce up into manageable pieces to make that possible. Respect and best. Chaz