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

To: Mike Buckley who wrote (32476)	9/27/2000 11:58:14 PM
From: gdichaz	Read Replies (1) \| Respond to of 54805

Mike: Good grief man. I reapply for the job as your agent. Couldn't agree more. Best, and as always, respect. Cha2

To: Mike Buckley who wrote (32476)	9/28/2000 9:33:38 AM
From: Judith Williams	Respond to of 54805

the financial stuff which is certainly the most easily quantifiable is a sympton of the qualitative stuff, not the cause of it The quantitative stuff is also a lagging indicator. But it does give us some insight into when the network effects begin to trickle down to the income statement. It can also afford a rough questimate (in hindsight) of when critical mass was achieved and under what conditions. I would hope that that understanding might be applied qualitatively to future situations--however loosely or lacking in metrics. It matters a lot, for example, whether NTAP's competitive advantage is one of cheap and flexible systems or derives from a proprietary and discontinuous technology in WAFL and DAFS. That qualitative judgment changes the quantitative game. Judith