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.

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

To: Peter Greenhill who wrote (6)	2/15/1999 8:18:00 AM
From: Frank Ellis Morris	Read Replies (2) \| Respond to of 54805

If Microsoft looses its case, there will too be a hugh sell off in the techs and I wonder what will happen to Microsoft as a result?? The government will probably want to break them up. Frank

To: Peter Greenhill who wrote (6)	2/15/1999 10:25:00 AM
From: Uncle Frank	Respond to of 54805

Thanks for the thoughts, Peter. I hope you're right about cmgi. I have a great appreciation of their business model; the idea of owning a stock that represents a market basket of e-commerce companies and gives shareholders indirect access to a fair number of internet ipo's is very appealing. But the lcos/usai deal, which cmgi intitially approved, is very unfavorable to lcos shareholders, and I can't understand why cmgi backed it. Until that gets clarified, I'll sit it out. Can you offer any insight? Cmgi is definitely a King, and perhaps it could be stretched and defined as a Gorilla (sorry LindyBill). Frank btw, I lived in your fair country in the late 1970s (Bedfordshire), and have fond memories of London. Without doubt the best informed taxi drivers in the world, and arguably, the finest pubs.