Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: johndelvecchio who wrote (32353)	9/26/2000 12:22:10 PM
From: areokat	Respond to of 54805

I don't mean to butt in, but I would be careful with Baruch Lev's analysis. Do. We're still gathering information and very much in the development phase.Mike's outline is kinda like anti-gravity, he has given us the outline, all we have to do is discover the details. Maybe it is better to understand whether or not a company has sources of intangible value rather than try to calculate it. Yes, but can we come up with some way of roughly weighting it or assigning a relative measurement value? That could take any form such as tying network size or network effects back into a weight. Kat

To: johndelvecchio who wrote (32353)	9/26/2000 1:33:01 PM
From: Judith Williams	Read Replies (1) \| Respond to of 54805

<<I don't mean to butt in...>> Please do--often and vigorously. <<I'd be careful with Baruch Lev's analysis. First of all it's proprietary.>> Agree. The MindShare interviews Dale posted give some hints on the calculations. But for the Networks project, we are not so much interested in knowledge assets in themselves, but what they might reveal about potential priorities and possible network effects. This avenue of inquiry might give us some purchase on network effects. If it doesn't yield any helpful insights, we can always ditch it. <<Maybe it is better to understand whether or not a company has sources of intangible value rather than try to calculate it.>> Again agree-with a caveat. If a company sees intangible value and supports it with funding, that tells us something about where it sees future value developing, where increasing returns might lurk and be exploited. Regards, Judith