SI
SI
discoversearch

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: Seldom_Blue who wrote (23189)4/21/2000 12:11:00 AM
From: Juliet  Read Replies (1) | Respond to of 54805
 
Here is my "WebTV" watchlist--a work in progress. Not necessarily pure plays as you'll see, some are companies that I think will get substantial spin (and I don't mean stock momentum) from the space as it matures--not necessarily gorillas, just sector-related... Feel free to critique/trash/add/detract... It's casual...

siliconinvestor.com

j.



To: Seldom_Blue who wrote (23189)4/21/2000 10:38:00 AM
From: alankeister  Read Replies (1) | Respond to of 54805
 
My initial nominees are:
GMST
IATV
LBRT
OPTV
TIVO


I had to read your post three times to convince myself I didn't write it. I have small holdings in IATV, LBRT, and OPTV. I have large holdings in GMST and TIVO. Yes, I've been suffering badly this past month but I'm still a believer.

There are others including Wink and ReplayTV but I don't see Gorilla potential there either. Anyway, I'm interested in a game, more discussion, etc. We may need a new thread for this. I'm not sure it belongs on this one.

- Alan