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

To: slacker711 who wrote (40138)	3/9/2001 2:17:18 PM
From: areokat	Respond to of 54805

>>I am curious if Dent adjusted his profile during different decades.<< As I understand it he did. Naturally, his detail focused on the current situation. I also agree that demographics are just one aspect of the present picture. Probably more important is the position of the internet on the TALC curve (I realize this is pretty vague as verse individual companies). One of the articles posted recently pointed out that, in the author's view, the past few years were witness to the first wave of new internet companies trying out new business plans. The most interesting point he made , in my opinion, was that there would be a second wave of companies that would be using the lessons learned from the failures of the first wave. Sounded like there might be potentially more gorilla candidates in the second wave than in the first. Anybody got any ideas? Kat