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

To: StockHawk who wrote (31648)	9/14/2000 9:26:56 PM
From: Judith Williams	Respond to of 54805

Stockhawk, <<Suggest a different approach. Take just one of the companies we follow and then compare it to one other company in the same industry.>> You've hit on a good way to illustrate network effects when some critical mass is achieved. We would avoid the apples and oranges problem. If it is manageable it would also be helpful to compare different kinds of networks as well. From the earlier posts vis-a-vis CommerceOne, it is clear that there is not so much a gorilla/godzilla distinction as an age discrimination. The youngsters are earlier on the curve. And network effects may come from different sources and have different magnitudes in a sebl, a yhoo, or an I2. Many thanks. Judith