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

To: Peter Sherman who wrote (36240)	12/8/2000 10:53:39 AM
From: Dr. Id	Read Replies (1) \| Respond to of 54805

huh?? Now that's the first post I could understand this morning. Dr.Id@fellowteknowodgicalweTodd.com

To: Peter Sherman who wrote (36240)	12/8/2000 11:14:51 AM
From: Judith Williams	Respond to of 54805

huh???? Sorry for the shorthand opaqueness. Mauboussin stresses in Network to Net Worth that the global economy is shifting from a focus on physical assets to one based on intellectual assets. And the these intellectual assets gain their power through a process that is similar to biological models--like the way the flu spreads through a community. It needs both interaction and contagiousness. These two factors enable it to gain the critical infection mass it needs to keep on replicating and filling doctors' offices. In fact, Mauboussin claims that epidemics and the diffusions of innovation both follow the same S-curve. --Judith Williams