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

To: Mike Buckley who wrote (36115)	12/7/2000 1:55:54 PM
From: Eric L	Read Replies (1) \| Respond to of 54805

Mike. Re: Network Effect - Project Network << "Network to Net Worth" provides a logical series of criteria that enables an investor to come to a conclusion about the strength of its network, its value chain. >> Best I read it. Can't say when. I will prioritize it. As you know, I passed on the opportunity to participate in "Project Network", Qualcomm wise. Part of the reason was time constraints, part was lack of knowledge about Network Effect. If I am able to read Network Effect and it captures my imagination, and if time permits, I might reconsider examining Qualcomm in this regard, perhaps with anothers assistance. Right now I am engaged in some active DD on a company. I am considering doing a Project Hunt report on that company, if after more DD, I think it merits submission. Kind of a priority thing. - Eric -