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


To: Mike 2.0 who wrote (13610)12/30/1999 11:31:00 AM
From: Apollo  Read Replies (1) | Respond to of 54805
 
Mike:

re....WebHosting.......see the following analyses that I posted earlier this month related to Exodus.

Exodus Overview
Post # 12458
Message 12230572

Exodus Revenues history, and projected, 1997-2000
Post # 12768
Message 12281266

Apollo



To: Mike 2.0 who wrote (13610)12/30/1999 12:51:00 PM
From: Uncle Frank  Read Replies (1) | Respond to of 54805
 
>> G&K hunting looks most promising in handheld space (COMS for PALM spinoff, and Symbian owners.

I am following the hh game with interest, but have not been convinced that this is a gg play yet.

>> Also web hosting in a post Y2K era. EXDS has a significant revenue lead over competitors like DIGX, DRTN and NAVI. Not a gorilla opportunity (data center building and technology is not proprietary as defined by GG) but perhaps a king.

Clearly not a gg sector, but one of great opportunity. I think is belongs on our sister thread devoted to Godzilla hunting in the e-commerce world.

uf