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


To: LindyBill who wrote (19534)3/8/2000 4:39:00 PM
From: Bruce Brown  Read Replies (2) | Respond to of 54805
 
Glad the event went well, Lindy. Probably best all were in route today while the Nasdaq had a 'little' dip that would have scared a few into a rest area or two.

I just wanted to share something that was posted on the Gorilla Game listserv while you were all gathering for the Qualcomm annual meeting and the G&K get together. Keep in mind, that the poster Geoff Moore is responding to has posted many 'trading type' posts on the list in the past. I think Geoff was finally inspired to cool his jets a little bit. However, based on the past couple of days of posts, it didn't seem to cool him any. Regardless, I post this for the main reason of a lot of our recent focus on Echelon on this thread:

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Subject: RE: gorillagame Digest #807 - 03/03/00
From: "Geoffrey Moore" <geoffmoore@>
Date: Mon, 6 Mar 2000 05:55:19 -0800

Gang,

Per the post on Echelon, Todd is right on in terms of saying gorilla potential yes, tornado, not yet. Just please recall that Gorilla Game investing says do not enter horizontal plays until after the tornado starts. GG is not a testosterone test!

Geoff

Geoffrey Moore
Chairman, The Chasm Group
(650) 312-
Venture Partner, Mohr Davidow Ventures
(650) 854-

Posted in response to:

Excellent post. Looks like all the makings of a true gorilla, including proprietary open standards. The only missing item is the start of the tornado. Of course when (if?) that starts the stock will be much higher. For all you clamoring for earlier identification of gorillas I think you just got your wish. The market cap is only $2.7 billion - puny by today's hi-tech/internet standards. Now, who among you has the balls to step up to the plate and take a position?

Todd


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Although investing does take intestinal fortitude at times, I think we all realize the importance of tornado activity to solidify our investing choices. It was good to read Geoff's comments in response to the poster's comments 'who has the balls to step up to the plate'.

BB



To: LindyBill who wrote (19534)3/8/2000 5:22:00 PM
From: garyx  Respond to of 54805
 
I expect photos/digital video to be posted on the web.

You guys have obviously been holding GMST back -- a watched pot never boils. Go away some more and it'll hit 100!

G



To: LindyBill who wrote (19534)3/8/2000 9:42:00 PM
From: JRH  Respond to of 54805
 
Thanks for the update, Lindy. I plan on ordering myself one of the tapes as soon as I get my plane tickets for this summer (Europa Europa, hier komme ich! ;) squared away. I wish I could have attended! Maybe next year!

Justin

BTW, if anyone has scanned photos or digital images, I have lots of web space and a fast connection! Email jhaines@poly.penguinpowered.com and let me know if you want me to post them for others to enjoy!



To: LindyBill who wrote (19534)3/8/2000 9:54:00 PM
From: voop  Respond to of 54805
 
LindyBill

You sure know how to throw multiple parties. Thanks for your time, energy and effort in arranging the festivities. It was a blast meeting everyone and putting names with faces. It may be fun to consider another company's annual meeting next year to keep it interesting.

Voop



To: LindyBill who wrote (19534)3/9/2000 12:25:00 AM
From: shamsaee  Respond to of 54805
 
Lindy can you please provide me with an E-mail for the company,I am on the other side of the world.I need to find out what I need to pay for shipping out here.I am glad you guys are back.Although BB picked kept us well behaved and digging.



To: LindyBill who wrote (19534)3/9/2000 10:23:00 AM
From: midwest5  Respond to of 54805
 
Ordered the tape today -- and speaking for the many lurkers that wished they had made the trip, want to thank Lindy for his effort and the great idea of taping the events. I guess the question that many of us have -- did you see or hear anything that would cause you to lighten up any on Q. My perspective is long term but 60% Q at times makes me nervous.

Midwest