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

To: Ron Mgrublian who wrote (170)	2/20/1999 11:22:00 AM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

>>Yahoo is the best long term investment in market right now. I doubt it can repeat its performance over the last two years, it is shaping the internet and the way we use it. You want a real Gorilla - Yahoo is it... Ron, Yahoo has been a fabulous investment, and is the premiere internet content provider, but it is not a Gorilla, it's a King. It's also the home page for my browser, my email service, my stock portfolio service, etc. I've been hoping someone would ask to have it added. I suggest you to read the Gorilla Game; it's a fabulous tool for high tech investors. Frank

To: Ron Mgrublian who wrote (170)	2/20/1999 1:03:00 PM
From: KY	Read Replies (2) \| Respond to of 54805

Ron, I have a real problem with Yahoo as a gorilla. One of the criteria's for gorilla status (I believe), is high barriers to entry. I don't know about you, but it seems like everyone and their mother is setting up 'portal' sites these days. Another criteria for gorilla status is high customer switching costs. Again, I look at my own use of YHOO...If I don't find what I am looking for on Yahoo, I'll go to Lycos, or the Mining CO., or Excite, etc. You are always just one click away from the competition. While Yahoo gets a lot of initial visits to their site, I wonder what the average page views per visit number is here...it seems to me that you don't stick around too long on Yahoo...you get what you need and then you are gone. If this is trully the case, how effective could all of their advertisers' messages trully be? WHile I believe Yahoo has developed strong brand equity across the net space, I worry about the above. Aside from these worries, YHOO will probably find a way to prosper for some time.