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To: SecularBull who wrote (1589)	1/24/2000 11:37:00 AM
From: Poet	Respond to of 8096

Great post, LoF. I'm with you on the diversified approach and find myself to not be a "dyed in the wool" gorilla hunter either. I believe that Teflon's e-commerce thread, which focuses on B2B gorilla-type stocks, sees ITWO as a worthy holding. I've been very happy with my small amount of ITWO over the last few months, as well as with CMRC, ARIBA, and ETA. As to whether these stocks have been proclaimed "gorillas", I don't believe that's the case. This doesn't prohibit me from holding them, though I think they're subject to much more volatility than true gorillas. As far as I'm concerned, I'd welcome discussion of trading options on these stocks here. Our focus, as Jill has said, has broadened to more than Gorillas and Kings.

To: SecularBull who wrote (1589)	1/24/2000 11:58:00 AM
From: Jill	Read Replies (1) \| Respond to of 8096

Well...it seems to me there's a bit of bleed-thru on certain categories. Lots of debate whether JDSU is king or gorilla (maybe the more companies it acquires, the more gorilla like it becomes) and finally nominated as a hybrid. Debate on b2b like I2--is it a godzilla, or gorilla--are switching costs high, etc? I tend to try and look at the big picture and not worry so much about the terms in fine detail. I2 seems like a great company, well positioned, and unfortunately I missed the boat on it. I am reluctant to get into it now asthere are better bargains out there, but for those who got in at 60 or so, what a great ride. I think in general what we're looking for in this internet/b2b/bandwith/wireless world are companies that have huge growth potential and an early corner on market share. That's how I view it anyway.