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

To: alexander orlov who wrote (44)	2/17/1999 2:35:00 PM
From: LindyBill	Read Replies (1) \| Respond to of 54805

an entry point in SAP Timing rather than price, Alexander. I am waiting to see some movement. Probably next year.

To: alexander orlov who wrote (44)	2/19/1999 6:05:00 PM
From: Curbstone	Respond to of 54805

Alex, RNWK crosses my mind too. Streaming media is not going away, but it is going up against Microsoft. That doesn't always mean, "Game Over" but it sure puts a huge cloud of uncertainty over RNWK ever reaching gorilla status. Also, there is the possibility that streaming functions could someday be built into hardware. I am currently finishing up The Gorilla Game so maybe I missed something important but it seems like the technology or product isn't defendable enough to gain even tornado status. Thoughts? Mike