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

To: Bruce Brown who wrote (36073)	12/7/2000 7:37:08 AM
From: Apollo	Read Replies (2) \| Respond to of 54805

Bruce: Good and instructive comments on the Internet 4 Horsemen. before we make comments that the business models of these 'big 4' are utter BS Since you posted to me, let me just point out that I never said their business model was utter BS. What I said was, "misses out on the Godzilla BS, which was never substantiated by Moore, and which we sniffed out as BS (sort of like a hardback book, with nothing between the covers)." What was intended was not a disparaging of the companies, but a disparaging of Moore's explanation, or substantiation of his theories about Godzillas. My complaint isn't with the companies or their business models, or network effects, or with their potential future. It's with Moore pumping the Godzilla theory, without thinking it thru adequately, or to a similar degree as with the Gorilla/King notion. I agree with CUF that he threw in a Godzilla chapter with a direct aim of "cashing" in on the trend, and with less of a clear view on what a Godzilla really is, or what an investor should expect. I think Moore undermined his credibility somewhat in doing so. I also think his documented loose use of the terms this past year also has undermined his credibility. But I am nevertheless thankful for his well thought out original FMs. If nothing else, we learned a lot from your post, and we now know what you look like when you "jump out of your tights". All I can say at this sight is, "Egads, Sir Lyre; please tuck away your lance, and please don't poke me with it". <g> Apollo

To: Bruce Brown who wrote (36073)	12/7/2000 11:35:35 AM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Bruce and Apollo, Apollo wrote: the participant conveniently misses out on the Godzilla BS, which was never substantiated by Moore, and which we sniffed out as BS (sort of like a hardback book, with nothing between the covers). Bruce wrote: You know that's going to pull Sir Lyre out of his tights long enough to do a little discussion on the Godzilla business models of Amazon.com, eBay, America Online and Yahoo!. My first thought is that there might be a bit of an overreaction to the overly strong abbreviation, "BS." If I can convince tekboy to retract that characterization, I think we'll more easily recognize the important issues. Even if the reference to "BS" persists, I infer from Apollo's post that he was referring to the authors' and publisher's decision to add the section about Godzillas and that the motivation might have been (probably was?) to take advantage in investors' interest in Internet stocks. Additionally, the methodology the manual uses to evaluate Godzillas comes into question so strongly that the methodology might also be construed as "BS." I infer from Bruce's post that he thinks the companies themselves were characterized as "BS" and I don't believe that is what Apollo is thinking. I'd appreciate hearing from both of you on that point. Regarding the efficacy of the manual's methodology of evaluating Godzillas, I'd appreciate if everyone in the thread who has actually used the manual's Icarus method would let us know that. I'll keep track of the responses and report back to the thread. (Lurkers who don't want to post, please PM me if you've used the Icarus method.) Contrast that method with the methodology described in "Network to Net Worth" upon which Don Mosher's write-up of Yahoo! is based and future write-ups will be based. There's no question in my mind that the manual's method of evaluating Godzillas comes up short compared to the stuff in "Network to Net Worth." --Mike Buckley