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

To: RDHickman who wrote (383)2/23/1999 3:48:00 PM
From: JRH  Read Replies (1) | Respond to of 54805
 
Thanks for the update. The Emerging Internet G&K portfolio has been updated! Is the list of companies that we have right now sufficient? What about some more software companies? Any ideas folks?

Justin
Emerging Internet G&K Portfolio
techstocks.com



To: RDHickman who wrote (383)2/23/1999 4:48:00 PM
From: Teflon  Read Replies (2) | Respond to of 54805
 
BTW, regarding AOL and ATHM:

I have been doing a fair amount of reading and have come to the following decision: I think it will become more and more likely that AOL and ATHM will strike some kind of deal. Not necessarily a buyout, but probably a revenue sharing arrangement of some sort.

Any thoughts from the crew?

Thanks,
Teflon


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