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

To: mauser96 who wrote (319)	11/9/1998 11:13:00 PM
From: Dr. Id	Respond to of 387

Personally, I can think of only one company that might be a future gorilla and yet is not in the headlines almost every day. That is Citrix Systems and even it is a long shot. Also maybe Rambus but it is expensive and better known. I agree about Rambus. Rambus seems to have the infrastructure in place, Intel is behind them, and they've signed just about everyone up. Once they get going, it will be very expensive to implement an alternative strategy. Also, the stock seems to be consolidating without the wild swings of several months ago. I'm buying more on dips. JB

To: mauser96 who wrote (319)	11/10/1998 8:54:00 PM
From: AlienTech	Read Replies (1) \| Respond to of 387

>>Personally, I can think of only one company that might be a future gorilla and yet is not in the headlines almost every day. << How about NETA? If it was not for all the controversey they woudl be trading at more than double what it is. But they are also the #2 money maker on the web. Lots of potential to be the next msft if they can just do a few things right. >>I agree about Rambus. Rambus seems to have the infrastructure in place, Intel is behind them, and they've signed just about everyone up. Once they get going, it will be very expensive to implement an alternative strategy. << Well RMBS has INTC, NETA has MSFT. BRCM has its favouritesm EBAY has goldman sacks.. but things can and do change suddenly.

To: mauser96 who wrote (319)	11/10/1998 9:09:00 PM
From: Mike Buckley	Respond to of 387

Lucius, Thanks for the clarification. To be perfectly clear, your initial post to which I responded questioned why the authors put potential gorillas in their portfolio. Right, wrong, or indifferent, the authors did explain their reasoning in the book. It's obvious from your more recent post that you do understand their thinking though you have reasons to disagree with it. For the record, I really do think most of us are judging the portfolio's success (or lack of it) far too soon. Their investment thesis is a long-term prospect. Their book was only published a year ago. As for identifying unknown, potential gorillas, I agree with you about Citrix. I'm a stockholder. According to the authors, my ownership of Citrix stock comes at greater risk than if I waited for the tornado to form. There's no question in my mind that they are right about that. Of course, I couldn't rationalize owning the stock if I didn't believe my potential for reward justifies the increased risk. --Mike Buckley

To: mauser96 who wrote (319)	11/10/1998 9:17:00 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 387

Lucius, In my previous post I forgot to mention two important points. For those who think the authors took down their portfolio because it was doing badly, I think there is compelling evidence to the contrary. They started a listserv that is moderated. When their moderator became aware that the portfolio was being tracked on a Yahoo site, the moderator changed all the e-mails. The first sentence mentions the URL of the portfolio, informing everyone subscribing to the listserv. I also forgot to respond to your comparison of Rambus and Citrix. I think it's fascinating that neither company's product will have their own tornado. If their products become adopted in tornado-like fashion, they will really be riding the winds of Intel's tornad (in the case of Rambus) and Microsoft's tornado (in the case of Citrix.) As much as I wish I'd thought of that myself, the idea came from Geoff Moore. --Mike Buckley