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

To: Seeker of Truth who wrote (15038)	1/13/2000 6:50:00 AM
From: gdichaz	Read Replies (1) \| Respond to of 54805

Malcolm: Your excellent and comprehensive post on the "nurturers" such as SFE, ICGE, CMGI, and Softbank raises the practical problem of what are these animals exactly? You suggest at the end that these are not gorillas. That is probably so, but are they godzillas or the "mother of godzillas"? I have SFE as my "One Godzilla" in my One Gorilla (QCOM), One King (JDSU) and One Godzilla (SFE) game here. BTW this game receives yawns here. Once a month I report on its progress, but that is that. Little interest in it. But that is an aside. So where should the "nurturers" be discussed? The answer seemingly is Teflon's e commerce thread, which is the Godzilla thread, since this G&K thread is by consensus and as a practical matter is mostly restricted to the concepts of Gorillas (and Kings to some extent) as introducted in the old manual and Geof Moore's introduction of the Godzilla concept is not accepted widely here as relevant to this thread. In large part it is specifically rejected as appropriate and discussion is referred to the e commerce thread. What to do? Logically there is a Godzilla thread and so discussions of Godzillas belong there, but that is awkward. That thread has far less participation than this one. Geof Moore has clearly included Godzillas in the Gorilla Game as a major new concept. Yet Godzillas are "animals non grata" here. As the King says in the King and I , "It's a puzzlement". Best. Cha2

To: Seeker of Truth who wrote (15038)	1/13/2000 1:03:00 PM
From: John Stichnoth	Read Replies (1) \| Respond to of 54805

Malcolm. Good list of what these guy's have going for them. Perhaps we can add one: 6. Deal Flow Opportunities. They are so well known that they probably see a heck of a lot more deals--unsolicited--than others in the business. fwiw, I don't mind occasional discussions of internet plays on this board. I'm not going to invest immediately, but it helps to round out thinking, given the amount we talk about internet infrastructure plays. And, at some point, it will become clear that some of the internet business models work.