Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: garyx who wrote (18759)	2/25/2000 8:47:00 PM
From: snoozlooze	Respond to of 54805

RE: ELON in G & K THREAD HISTORY Beautiful job garyx! Would you mind providing the same for Q please? VBG snooz btw - are you still holding your Q shares? ;}

To: garyx who wrote (18759)	2/26/2000 12:15:00 AM
From: janet_wij	Read Replies (3) \| Respond to of 54805

ELON in G & K THREAD HISTORY: V. 2.0 Re: How the thread bags a little defenseless baby crypto-Gorilla: The First Act Awesome recap. Still holding my ELON, and in fact added to my position after doing a practice project hunt on this one. I must admit my reluctance to post it. This is a tough crowd, and I don't feel quite up to the standards just yet. I do have quite a file on this "crypto-Gorilla." Echelon with its partnerships, alliances and products seems to be in the process of forging a gold-plated value chain. This real world experience of tracking a potential gorilla has already proven invaluable. And by the way, I'm holding this other non-gorilla that I was planning to sell. You may have heard of it...TERN <vbg> Janet

To: garyx who wrote (18759)	2/26/2000 8:11:00 AM
From: blan	Read Replies (2) \| Respond to of 54805

garyx, Re elon I wanted to delurk long enough to compliment you on your recap of elon's emergence on the thread. It's interesting to see how ideas percolate to the surface on this thread, sink, and then resurface. What fascinates me about elon's evolution to date, and may very well distinguish it from previous gorilla candidates, is the way it has attained its position. There has been a lot of stealth in positioning its product (or so it seems to me) by very clever men who realized early on that their baby could be stomped on far too easily in its early stages if they weren't careful. This is not to say that elon's position is assured or that it is a gorilla. Only that it seems that a number of very thoughtful and determined folks have been quietly planting seeds for a while now, lining up the pins and future value chain, to set the stage for gorillahood as much as it is humanly possible. And why? Because, IMVVHO, I think the gorilla-like situations csco and msft found themselves in during the early stage of the tech revolution are becoming rarer. The naivete is gone. People are more savvy, the competition is growing more fierce, and competitive models are cropping up at earlier and earlier stages before an enabling technology has a chance to take hold. People can see the potential of a new system much, much earlier. In other words, if we could turn back the clock and msft were to bring its operating system to market once more at the same point in time BUT the tech world had the level of talent & vision it has today, we probably would have seen competing systems ramping up faster and in greater numbers. Msft might have eventually won out, but it would have been a much steeper climb to the top of the heap. (I realize there are a number of specifics about msft's history that could be used to combat this thought, but I am looking at broader trends and movements, so apologies if this specific example has bugs.) ; ) Elon's handlers seem to have been aware of this, and rather than trumpet their tech early on, are trying to give it as many advantages of gorillahood ahead of time. I am far less knowledgeable than most of the people on this thread in the ways of the hi-tech world, but it seems to that we are seeing -- dare I say it? -- very guerilla-like tactics to bring potential primatehood to the foreground. ; ) I am so far behind on my thread reading here and elsewhere that I'd planned to keep this short. Apologies for running on. The final point I wish to make, is that, perhaps, looking for such backwater grooming grounds may be a way to suss out future gorillas. Back to lurking mode. Regards, blan

To: garyx who wrote (18759)	2/26/2000 8:44:00 AM
From: voop	Respond to of 54805

True discussion of ELON only emerges with the New Year, when Janet posts an impressive picture of a world where ELON's products are everywhere. siliconinvestor.com. chaz thanks her, and voop declares it's been on his radar. Unfortunately it is still in radar and not in portfolio. I will have to take some telemetry courses or something. Fabulous recap. How did you do it (search this thread for all references I assume) and how long did it take? I fell you have shown us the evolution of how to organize this thread with subfolders of some kind detailing the recaps of watch and waits. Fantastic effort. Voop