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

To: Uncle Frank who wrote (12247)	12/7/1999 9:39:00 AM
From: LindyBill	Respond to of 54805

You still don't have it right; it should be 38.5 Billion. God, my face is red!

To: Uncle Frank who wrote (12247)	12/7/1999 8:42:00 PM
From: Mike Buckley	Read Replies (2) \| Respond to of 54805

Frank, I think part of the confusion about shiny pebbles might be that we don't have a definition. Am I wrong in thinking that shiny pebbles are small enough and/or their product is early enough in the adoption life cylce that they don't yet merit inclusion in the W&W portfolio? The reason I ask? Visx is a great example of what can happen to SPs. Not long ago VISX had a $6.4 billion market cap and their product had clearly crossed the chasm. I would not have thought of that as a shiny pebble. To it in perspective, Siebel Systems had about a $4 billion market cap when I joined the folder. People were enthusiastic in following the company's progress at a market cap that was only 25% greater than VISX's market cap after today's debacle. Please clarify. --Mike Buckley