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

To: dday who wrote (31169)	9/7/2000 1:24:25 PM
From: Uncle Frank	Respond to of 54805

Thanks for a very interesting introduction, dd. I'll look forward to your active involvement on the thread. Your background as a "crusty aging Wall Street fellow" should yield some interesting insights into market mechanics. >> Instead of Pe's, PEG's and Ebitdas, I know question such things as barriers to entry, switching costs and open proprietary standards (still a tough one for me). I draw pictures of chasms and discuss technology adoption cycles. Once you start drawing pictures, you're hooked <gg>. uf

To: dday who wrote (31169)	9/7/2000 10:24:35 PM
From: Mike Buckley	Respond to of 54805

Bob, Your post should be cool post of the month! I will take credit for the bioengineered seeds on Mike's prospective gorilla market list So that was you! Glad to see that you've now seen the error of your ways. :) Wish I had seen mine before the Citrus debacle. :( I really did not grasp Seibel (although Mike was as equally persuasive) Apparently not. Glad to have you with us in a participatory basis. Keep the lurk-mode switch in the "off" position from now on. --Mike Buckley