Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Brad Rogers who wrote (203)	6/9/1998 1:22:00 AM
From: Rob Lyman	Read Replies (1) \| Respond to of 387

Be careful, streaming video is an infrastructure technology (one that I believe will be important) that is still very much in the early phase of development. Because its an infrastructure technology, there is great possibility of a gorilla forming here -- it is just too early to tell who that may be. As Moore points out in his book, it is very painful to own a potential infrastructure gorilla that fails. Better to wait until a tornado market clearly develops (along with associated value chains) -- and then invest in the most likely gorilla candidates.