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

To: areokat who wrote (44997)	7/30/2001 4:47:45 PM
From: Judith Williams	Respond to of 54805

Kat-- Many thanks. We'll have to see how our BEAS starter kits do. combined Hunt/Network Effects report? No. Actually we tried to do a "clean" Hunt. But a good deal of BEAS potential gorilla power comes from the network effects it generates. I think it's clear that the applications for vertical markets have tornadoed. It will be interesting to watch to see if BEAS can tornado its enabling platform--that is where I think the real gorilla game will be played. Cheers, Judith