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To: Apollo who wrote (36086)	12/7/2000 11:46:58 AM
From: Uncle Frank	Read Replies (3) \| Respond to of 54805

>> 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. Another approach would be be for those with interest in the "network effect" to re-populate the Godzilla thread. Due to difference in metrics and risk between Gorilla gaming and Godzilla gaming, they don't necessarily mix well under the same roof. jmho, uf

To: Apollo who wrote (36086)	12/7/2000 12:48:55 PM
From: Bruce Brown	Respond to of 54805

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. Yes, I know. I agree with you that the Exodus business model is not a pure Godzilla. I would put it firmly in the camp of a royalty game (with a twist) which I believe you did. I've been studying that space since last we spoke because - for lack of a better reason - it interests me. Why? I own Intel and have a relative who has a large position now in Worldcom. Both are players in the space, but Exodus seems to have the revenue leadership to date. From what I've been studying, there will be some strong survivors in that space. It's also an important space to study because they are large customers of our infrastructure plays like Network Appliance, Brocade, Juniper, Cisco, EMC, Veritas, etc... . I like to study the entire value chain and surrogates of each of my investments. 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. Certainly we need to discuss Yahoo! as part of the overall project being that it was the representative Godzilla from the bunch. On a pure fundamental metric basis, the others (Godzillas) can't hold a candle to Yahoo!'s margins. I would be pleased as peaches if Gemstar could strive over the next few years to get their Godzilla portion margins directed in the range of Yahoo!. It took many years for Yahoo! to reach that and I am remaining invested in Gemstar's business model to see exactly what it can become over the next 5 years. I would hope that the end result of project 'network effect' will enable us to run Gemstar through the same process a few years down the road. BB