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

To: Mannie who wrote (17048)2/2/2000 8:24:00 PM
From: Uncle Frank  Read Replies (2) | Respond to of 54805
 
>> I don't know what category one would place CMGI in (other than a fantastically profitable investment category)

CMGI is an internet ipo incubator, which is a nurturing VC. They are not a technology company, and as such do not fall under the auspices of the GG. The rfm created a Godzilla category to fit this type of business model, which is the primary topic of discussion on Teflon's thread at

Subject 30511

uf



To: Mannie who wrote (17048)2/3/2000 1:36:00 AM
From: Bruce Brown  Respond to of 54805
 
Scott,

CMGI cannot even be classified as a Godzilla, but the incubator category is certainly a diversified approach to playing various spaces. CMGI, ICGE, SFE, etc... .

I don't even need to check the performance as I bought shares early on for my daughter's UTMA account and have been nothing short of amazed over the years.

BB


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