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

To: gdichaz who wrote (18483)	2/23/2000 10:24:00 AM
From: LindyBill	Read Replies (2) \| Respond to of 54805

GD, I guess we are talking "apples and oranges" here. I was not referring to the GodZilla board, I don't use it. The split that is happening is between discussing G&K companies and general BS'ing, which is going over to the Curmudgeon thread. I am trying, (and failing sometimes) to keep it fairly serious here, and do the fun stuff on the other thread.

To: gdichaz who wrote (18483)	2/23/2000 3:06:00 PM
From: Apollo	Read Replies (2) \| Respond to of 54805

Discussing E-commerce The split between the two boards seems less and less practical anyway, since it is clear that Geo Moore seems to be focusing increasingly on e commerce and Godzillas. Cha2, you and I and I suspect some others are all on the same page. I have said repeatedly that while we owe Geoff Moore greatly for his insights into the GG, he doesn't presently have a well fleshed out idea of what a godzilla is. Having a thread devoted to the discussion of internuts and Godzillas, when godzilla as a concept and term is not sufficiently defined, defies intelligent discussion. To my utter surprise, G. Moore said the same thing: "Our chapter was a nod in what I think is the right direction, but the ideas need real-world criticism and fleshing out." Message 12927965 Message 12930797 My early opinion, though not hardened in cement, is that the G & K thread should be open to discussing some of the Internet enabling companies. My reasons for this are: 1. The conventional world of high tech gorillas and kings is quickly converging with the world of the Internet, internet infrastructure, internet enablers, etc., and as such, the margins are increasingly indistinguishable between the two. 2. How can we restrict discussion of godzillas to the eWorld thread when the definition of a godzilla has yet to be fleshed out. If Geoff Moore freely admits he doesn't honestly yet know what a Godzilla is, how can we reliably relegate discussion of Company A to one thread, and Company B to another? 3. The Hunt should not exclude the internet-related companies, the single biggest thing in our lives, worldwide, short of World War. 4. Thread leadership here has done an honorable job of supporting Teflon with the early startup of eWorld. But my subjective opinion is that that thread has had some fits and starts, and leadership there has been understandably distracted by other important events. 5. I empathize with the issue of not overextending this thread. This is a valid concern. But we cannot stop progress.........the Internet is entwining itself with nearly every aspect of life. Ecommerce is now expected to be a $7 trillion affair by 2003-2004, up from $90 billion in 1999. The eWorld IS our world, and I think we should give serious consideration to broadening our discussion herein. To be honest, I think the G & K thread has been subtly moving in this direction anyway, but perhaps we should entertain explicit discussion on this, and consider rearranging the limits. Perhaps we should relook at the arbitrary Market Cap of $10 billion, or reconfirm its utility. Perhaps we can add to this some criterion for revenue growth. These are just some off the cuff ideas. JMHO, Apollo