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

To: Judith Williams who wrote (32500)	9/28/2000 10:16:29 AM
From: Don Mosher	Read Replies (2) \| Respond to of 54805

On Terminology and Network Projects. First, I would like to thank Thomas, Steve, Judith, and Mike for their comments and suggestions. Second, I suggest that we bootstrap the terms by doing some Network Reports and then using that experience to improve our structures: the Network Glossary and the Network Project Outline. Improving the structure, in turn, can improve the quality of the reports. In cases like this, shuttling back and forth between theory and practical application can continue to improve both models and practice. This is the process described as pulling yourself up by your own bootstraps. Third, as always, the most important thing is just doing your best to do your thing to advance some shared goals. We only have to agree that looking at concepts and models of network effects might help us in finding companies that have a sustainable competitive advantage that stems from network effects I have your suggestions close at hand, readily available for use, if we later decide to use them to improve and archive the glossary. But first, I'd like to try doing a report on Yahoo!. I had thought that I might do that third, kind of building up tolerance to such foreign agents by moving from WIND, a gorilla candidate, to GBLX, a global IP fiber optic network service, to YHOO!, an Internet media company. But, after seeing Judith's outline, I believe that it is best to do a prototypical network company first. Then, go on to illustrate how these concepts apply to more familiar product companies suitable for gorilla gaming. If you do not know Yahoo, it is shockingly alien. Please remember this is an exercise in stretching our minds so we can encompass a broader realm of stocks with different means of developing a sustainable competitive advantage, not a solicitation on behalf of any alternative investment strategy or for any specific stock. This is only an opportunity to try some ideas on for size. If they do not fit you, then discard them. StockHawk just posted some useful practical psychology about a propensity to defend our own stocks against sellers of what we love; the same thinking applies to those who claim, "My stock can beat up your stock." I will attempt to avoid such fruitless battles in favor of experimental thinking. Of course, you don't need some old guy to lecture you about being open-minded. Please, forgive me. Don