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To: Glenn D. Rudolph who wrote (27599)	11/21/1998 8:58:00 PM
From: Robert Rose	Read Replies (1) \| Respond to of 164684

<There will be some firm that will surpass Walmart. I clearly do not know what or when it will be but it will happen.> Amazon, perhaps??? <G>

To: Glenn D. Rudolph who wrote (27599)	11/22/1998 1:08:00 AM
From: Tradegod	Respond to of 164684

Glenn, a book that revolutionized my thinking re: technology investing was The Gorilla Game by Geoffrey Moore, published 1998. If you have not yet read it, I cannot recommend it highly enough. I believe Mr. Moore wrote an article this summer in Red Herring where he further explained the difference between a gorilla and a king He called Microsoft and Cisco gorillas, while Yahoo was a king. There is a subtle and very important difference. Both dominate their respective marketplaces but gorillas own proprietary technology that would make the cost of switching to a competitor very expensive and somewhat prohibitive. Kings on the other hand own a substantial market share but don't have that customer locked in like a gorilla does. Gorillas, Mr. Moore argues, deserve a higher PE than kings whose market dominance is not as secure.