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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 (13648)	12/31/1999 7:56:00 AM
From: Apollo	Read Replies (2) \| Respond to of 54805

What is EXDS? Moore calls it a Godzilla in TRFM. However, I think he is "making it up as he goes", consistent with the comments the other day by StockHawk and by Bruce Brown. IOW, this internet/godzilla stuff is real time, and Moore's comments and discussion are "very rough" at this point. For example, a godzilla is a blend of gorilla/king, yet we have concluded the godzilla is less safe than a king. Exodus has no features of gorilladom, as far as I can so far prove, and at this minute, is a king. Moore calls it a godzilla, but I think that is based only on superficial knowledge and the fact it is an internet enabler. He erred previously with his classification of Qualcomm, didn't he? I have seen lists of % market share by other competitors of EXDS on the Motley Fool or Yahoo threads recently, but you will have to find them yourself as I cannot remember. The MF thread is more informative, with fewer posts. The yahoo thread is almost entirely fluff, with occasionally useful posts by ex-banker. When I posted the analysis of EXDS on those boards, I received either no response, or I received gushing thank you's from the more involved posters. On both boards, I was encouraged to stay, and people thought the analysis was the best thing they had seen on EXDS. From this I learned several things: 1. We all here know that I don't know jack-didley about valuation schemes, and that I'm a relative newbie at this analysis stuff; ergo, if I can make a good first stab at it, so can ANYBODY else. Good lesson for the newbies and lurkers out there. 2. Following this thread, and understanding the GG, has empowered us with a vocabulary and understanding of the High Tech game, to a degree that others quickly appreciate. 3. The flow of information on web-hosting and EXDS is very small, as there are very few learned posters on any boards. Therefore, this is a very early game to be playing. Stan