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

To: Uncle Frank who wrote (50558)	3/1/2002 3:10:43 PM
From: stockman_scott	Read Replies (1) \| Respond to of 54805

Workshop: Data Storage and Internet Security: Critical Technologies in an Evolving Economy Here's a link to the recent Robertson Stephens program... asp01sea.activate.net

To: Uncle Frank who wrote (50558)	3/1/2002 4:01:10 PM
From: Bruce Brown	Read Replies (1) \| Respond to of 54805

I never thought I'd say this to someone in tights, but YOUDA MAN. Let's not get into the cod piece debate again... Congratulations on your award from MF. With all the crappola you had to put up with while the Gorillas crashed, you earned it. We all had to deal with it. We have all been put through the testing period of the validity of gorilla gaming principles as well as long term buy and hold strategies as both of those prospects were wrapped around an equity bubble that created fortunate and unfortunate circumstances. The good news is data continues to flow in that the markets move off of the September lows was actually warranted in terms of economic activity poising itself to improve. That being said, valuation considerations remain as well as the perception of those valuations. An improving economy and a business cycle that leads to expansion will eventually lead to an improvement in IT spend that will help the top and bottom lines of the gorilla and royalty stocks that we follow, invest in and trade. BB