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

To: DownSouth who wrote (28005)	7/15/2000 5:29:11 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 54805

Hi DS, regarding GG: yes I read it, but it was years ago. Manu and I2 were profiled extensively and of course those two are directly in my line of work - not many were familiar with SCM technology at the time (pre-internet). The problem is that I read so much supply chain info, literally every day, that I forgot the criterion for a king in the book. BTW, the stock price after lockup will demonstrate nothing to us in terms of G/K. Gosh, I sincerely hope the reason for discussing G/K status is an underlying subtext to make money. Otherwise, whats the point? Let me go on record to say that making money is what I want to do, which may not be the correct objective to be commenting on this thread. I brought up webm last week as a candidate for a winner in the "extended supply chain" area, which is the internet morph of SCM, so highly touted in Moore's book. Before I say much more about webm, I will re-skim the book though. I said as much to Erick in my prior post - I have said all I can really. BTW I proposed webm with a stock price of about 150, which was last Sunday I believe.