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

To: marginmike who wrote (12699)	12/13/1999 3:11:00 PM
From: Bruce Brown	Respond to of 54805

MarginMike, Not that you addressed your post to me directly, but I will answer for the board. I've never heard of MFNX. Feel free to present it in the 'standard' format of presentation that the Gorilla & King Portfolio candidates is accustomed to and see where you think it fits in to the picture. I live in Western Europe and have never heard of MFNX let alone Dark Fiber, but then again - I walk to work, use a GSM phone and live in a building that was constructed long before America was even a 'thought'. I guess that explains how backward and 'out of the know' that I am. BB

To: marginmike who wrote (12699)	12/13/1999 3:13:00 PM
From: Ruffian	Respond to of 54805

Can't go wrong with an Italian & A Jew running the show. <g>eom.

To: marginmike who wrote (12699)	12/13/1999 3:30:00 PM
From: Apollo	Read Replies (1) \| Respond to of 54805

Good afternoon MM: Metromedia Fiber Networks is a Gilder fave, I think, and has plenty of dark fiber (fiber that can be lit up later when needed); their purchase of AboveNet earlier this year threw shareholders for a loop. But as you know, they are coupling AboveNet (a Web-hosting outfit like Exodus) with the pipes, a strategy that bears some resemblance to Global Crossing. There has been little or no discussion here of MFNX; but this is a telecommunications hotbed and I am sure many here would enjoy a discussion. You would have to lead the discussion. But many here would pose some very good questions that would eventually solidify your understanding of the company. If it is a great company and very well positioned, you will find many here jumping in, as with Qualcomm and Gemstar. I agree with Bruce Brown. A presentation here related to market share, its position as a king or gorilla candidate, switching costs, barriers to entry, valuation, and such would be appreciated. My general sense is they have no special intellectual property rights, but are one of many vendors (last mile?) and hence, a royalty play. If their market share is less than twice the nearest competitor, they are likely a Prince in a royalty game. Checking out the thread header will provide you with references on the GG, and to TFM, should you not yet be familiar with them. stan