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

To: Mike Buckley who wrote (20444)	3/17/2000 3:42:00 PM
From: Bruce Brown	Respond to of 54805

RE: Tortoises My friend tekboy can continue calling me anything he wants. I remember running my first NYC marathon back in the late 80's. I had trained for 8 months and was all ready for 'race' day. I made it all the way through the scenic sites of the metro area, turned into Central Park and had about 1/4 mile to go to the finish line. I thought I was in fine form and had stuck to my training pace pretty well (a little faster than a leisurely walk in the mall) for the entire duration. I guess I was about 26 at the time and as I neared the finish line disguised as one big salty, sweaty mess of a marathon virgin - Tony Randall cruised by me at such a clip I wondered where the hell he had been the previous 26 miles. So when Tekboy calls me a tortoise, at least I can take comfort in knowing I'll cross that finish line - even if he and Randall pass me by. <ggg> BB

To: Mike Buckley who wrote (20444)	3/17/2000 3:44:00 PM
From: Andrew N. Cothran	Read Replies (2) \| Respond to of 54805

Mike and thread. Call me a tortoise but today, I took a small position in XLA after rereading Gildertech and after several days of dd. If Gilder is right (and he has been oh so right about oh so much) then XLA will claim a large part of the internet interglobal communications market with its patented Mirror Image solution. Would be interested in any "take" that any of you G&K researchers might come up with. I am not suggesting XLA as a G&K candidate. I am merely approaching it as another potentially exciting speculation in a sea of speculations, with the added caveat that it has been blessed by Gilder who has recently included it in his world of telecosm technologies. For your further information, this is the same Gilder who put me on to QCOM back in November, 1996.