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

To: Boplicity who wrote (34677)	11/14/2000 2:34:58 AM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

>> Plus deep down I'm long term holder, with a caveat Aha! You've finally come out of the closet. I knew it was your Evil Twin doing all that trading <lol>. >> The IQ factor is higher Maybe so. But imagine how much higher it would be without me and tekboy. uf beat you to it, Merlin.

To: Boplicity who wrote (34677)	11/14/2000 11:10:38 AM
From: tbancroft	Read Replies (1) \| Respond to of 54805

Not only the IQ, but the EQ is higher here than on any other thread I've seen, partly helped by removing negative emotional quotient elements to the 'mudge' thread, I suppose. But even the creation of that thread speaks to the high EQ found here. If you're interested in some pretty good reading on peer-to-peer, the Dec. 4 dead-tree issue of Red Herring has a large briefing section dedicated to the topic. I haven't made it all the way through yet, but it's looking like an area that will need to be watched, with a potential basket of gorilla candidates put together in a couple of years. An interesting comment by Gene Kan -- the "pretending to be a CEO" leader of Infrasearch -- was that "the Web was like the telegraph of the Internet, and peer-to-peer is like the telephone." Bold words for a pre-chasm startup, but, as I said, the area does appear to be worth watching. BWDIK Tim