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Technology Stocks : Gorilla Game -- Ignore unavailable to you. Want to Upgrade?

To: Clam Clam who wrote (1)	3/15/1998 11:46:00 PM
From: Jay Rommel	Read Replies (1) \| Respond to of 387

CC, Thanks for starting this thread! I just finished reading the book tonight and was going to start a thread (I searched for Gorilla and walah, it was already there) Let's make it a little more interesting for the participants. I was going to call the thread "The Gorilla Game" with the subtitle of KING KONG or Magilla? (a fake Gorilla) I will start first, I submit that LU is a Gorilla in the making. NXTL is a Magilla.

To: Clam Clam who wrote (1)	3/30/1998 7:25:00 PM
From: SEMIHH	Respond to of 387

Unconfirmed Gorilla Sightings... Just a reminder that there are 2 distinguishing characteristics of a Gorilla #1) Proprietary, but open technology #2) High Switching Costs While we would like to think of some very large high technology companies such as CPQ or DELL as gorillas, you can see neither fits the description above. Personally, I think CSCO is the major gorilla at this time... faster PC operating systems and INTC hardware can't fix the WWW (World Wide Wait) but CSCO technology and products can. Possibly this killer application is the gorilla opportunity of all time. Good luck to everyone

To: Clam Clam who wrote (1)	3/31/1998 12:06:00 PM
From: David R. Doerr	Read Replies (1) \| Respond to of 387

Why do we have SDTI's quote on the bottom of this thread? Are you trying to front run with all the market movers on SI?