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

To: JRH who wrote (14829)	1/10/2000 12:43:00 PM
From: Thomas Mercer-Hursh	Respond to of 54805

Maybe a third portfolio for G&K wannabees and usedtobees?

To: JRH who wrote (14829)	1/10/2000 12:56:00 PM
From: John Stichnoth	Read Replies (1) \| Respond to of 54805

Or, do we want to set up a third portfolio, of companies that are possibly g/k's, but are not held by the thread? PSFT might be a prototype of this kind of company--it has a central position in a niche not large enough to qualify as gorilla territory, and it has been considered (and generally rejected) for gorilla status. ORCL might be another name on this list, purely because it is so rarely held by threadsters. I personally maintain a portfolio of "sold" stocks, to watch how I do generally in rejecting stocks. A third portfolio might watch this element of our discussions. (And, I realize I may be volunteering for something here) Best, John

To: JRH who wrote (14829)	1/10/2000 1:06:00 PM
From: gdichaz	Respond to of 54805

JRH: Since you asked me along with Stockhawk (and of course the other thread participants), let me be the first to support your proposal. Seems to me that reflects what Stockhawk was suggesting (but he will speak for himself) and would be a very good use of the W&W. Concur, i.e. one vote in favor of your proposal. Best. Cha2

To: JRH who wrote (14829)	1/10/2000 1:32:00 PM
From: gdichaz	Read Replies (4) \| Respond to of 54805

JRH: Justin. Where does Sun Microsystems belong? Sun is a good example of a king in enterprise and internet servers but a prince elsewhere with the wild cards of Java and Jini thrown in. What is it anyway? And how do we deal with it here? Note latest in Briefing.com: "Sun Microsystems (SUNW) 76 3/16 +4 5/16: The next era of the video/internet may be getting all the attention today with the AOL/Time Warner merger, but a quiet announcement from Sun shows that the Application Service Provider (ASP) era is also coming. The ASP concept provides software applications over the internet, without having to have software installed on a client system. The new capability allows for new business models, such as "renting" applications or per-use fee arrangements. Although widely talked about, the ASP business still hasn't gained much widespread acceptance among users, except for some email applications. What Sun is announcing today is an agreement with Nortel Networks (NT) to define a single standard for a network directory service. This would allow ASP developers to have a defined environment in which to integrate software on the server with that displayed in the browser, and support that environment for potentially millions of simultaneous users. Sun intends to make this standard an open industry standard. History has shown that very few single vendor initiated standards gain widespread acceptance; this needs to be watched. For now, it doesn't mean much for either Sun or Nortel, but as a precursor to the advent of the ASP market, today's announcement looks interesting. We expect to see the ASP market grow from concept to actual infancy this year, and while Sun and Nortel are just providing a platform to enable ASPs with this standard, we also expect Sun to be one of the first major ASPs. At some point, Sun will roll out the Star productivity software products on an ASP basis, probably near the end of this year. - RVG " Comments? Cha2

To: JRH who wrote (14829)	1/10/2000 6:13:00 PM
From: James C. Mc Gowan	Respond to of 54805

RE: Include "not widely held"; agree this is a good idea; were this not possible, many excellent candidates would not be included, e.g. ARMHY(my bias,ggg). Nice work on setting up WandW for 2000, Justin. Regards, James

To: JRH who wrote (14829)	1/10/2000 8:38:00 PM
From: Uncle Frank	Respond to of 54805

>> now that the GKI is only composed of those G&K's that are held widely by thread members, my portfolio could be used as a place to watch and wait for not just potential G&K's, but also for G&K's that are not widely held. I like that approach for two reasons, Justin: 1. It means we wouldn't lose sight of established Gorillas and Kings such as orcl and sap. 2. It would mean the W&W couldn't outperform the GKI this year :-). Did I ever tell you that I'm competitive <vbg>. uf