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

To: dwayanu who wrote (15858)	1/21/2000 4:30:00 PM
From: Apollo	Read Replies (1) \| Respond to of 54805

Dwayanu: suggest we take GBLX & EXDS offline, nothing G&Kish here Disagree. I think EXDS is a king, and have said so many times before (see post 15862). That's why it's in the G/K Watch and Wait List......http://www.siliconinvestor.com/portfolio/detail.gsp?pid=4969354 EXDS $137 7/8; +12 7/8 Apollo

To: dwayanu who wrote (15858)	1/21/2000 10:53:00 PM
From: mtnlady	Respond to of 54805

Thanks DW I will start my research. I agree.. a royalty play for sure. And one that will, most likely, be fought in the trenches through price competition when it's done. I think - for now - I will stick with GBLX. They have the best chance if it gets to be a price war and they have lots of other revenue sources if the hosting business gets non lucrative. In the short run it sounds like EXDS will do well. It's the LT that I have my doubts.. not with EXDS .. but with this segment of the industry.