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

To: Bruce Brown who wrote (36077)	12/7/2000 10:52:14 AM
From: Apollo	Read Replies (2) \| Respond to of 54805

Godzilla talk...... Sorry for my previous rant post. Even if one has never invested in shares of a Godzilla, in terms of how that particular space plays out and what kinds of business models survive - I think it is an interesting study to see what the elements are of those models that have allowed them to survive to date and will allow them to survive in the future. Don't get me wrong, I would much rather have the majority of my investment money placed in the picks, tools and shovels that allow those companies to exist in the infrastructure. I could have carried the entire conversation on over on the Godzilla thread, but I'd be talking to myself if I did. <ggg> No need to apologize for the rant. However, exposing your lance outside of your tights is another thing entirely. <g> Bruce, I'm very pro-internet, and pro-godzilla understanding. As a reminder, may I mention that I brought Exodus to the Thread a year ago, and discussed at some length here whether it was royalty or godzilla in nature? There were some who actually preferred I discuss Exodus elsewhere, but I always and still do maintain that The Internet is too big to not discuss here. The Godzilla chapter calls Exodus a Godzilla, but I disagreed then and earlier this year with that. The Godzilla thread did die, and because the Internet is just too big, and also because of this thread's interest in the effects of "the network effect", we should have an opportunity here to discuss internet companies. JMHO. best, Apollo

To: Bruce Brown who wrote (36077)	12/7/2000 11:50:47 AM
From: Mike Buckley	Read Replies (2) \| Respond to of 54805

Bruce, The revision of the manual took place when an entire wave of companies (the dotcom's) were certainly going public and the importance of those initial waves which began back with AOL in 1992/93 and led into 1998-2000 where a lot of venture capital and investment capital was being addressed in the space. What space? I've come to the conclusion that the important issue is that the manual is about high-tech companies and only high-tech companies. AOL, Yahoo!, Amazon and eBay are NOT high-tech companies. They use high-technology to accomplish their mission but they do not sell high-tech products. The manual tells us repeatedly that Gorillas come only from the universe of high-tech companies. Yet the cover of the revised manual says in bold red letters, "New! Finding the Internet Gorilla." The fact that the authors crossed the line into the realm of non-high-tech companies certainly speaks volume to me about their credibility insofar as decisions about the manual are concerned. --Mike Buckley