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

To: Uncle Frank who wrote (20393)	3/18/2000 2:20:00 AM
From: Juliet	Read Replies (1) \| Respond to of 54805

Uncle Frank, Thucydidies, List; LHSP I ordered "Crossing the Chasm" and "In the Tornado" today--mainly because DownSouth and Mike Buckley suggested it. "Chasm" in particular looks like a good one. Plus I got a couple extra copies of TRFM for people here to read. Thanks... Uncle Frank wrote: There is no faster way to pick up the lingo than by doing a Project Hunt. I'm sure Thucydidies already has you on his recruiting list <vbg>. Hmmm... well, there is one area I would like to go hunting in. That would be the blurry area where form is taking shape between television and internet. I have looked a bit in places like GEMST/TVGIA/Thomson or PHG/MSFT and Tivo. I don't really know what's going on in there now. There's also other software (obviously) there. It's a ripe zone. But, so, I'm sorry to say--I don't know the procedure. Does the list have any particular company already in mind for analysis in this area? Or does TFM suggest that it would be too early in the stages of things to really identify more players there? What is next step? j.