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: DiB who wrote (1207)	4/7/1999 6:12:00 PM
From: Uncle Frank	Read Replies (2) \| Respond to of 54805

>>What J.Moore's category do you put it in and why? I think Geoffrey would classify aol as a King, due to their market share in the isp/content provider sector. We've had a number of discussions about it on the thread, and due to the "stickyness" of their service, they may have some Gorillalike characteristics. So let's think of a King with a full beard and long hair <g>. As to why it keeps going up, it may be because they have been making a number of strategic moves, as in the acquisition of nscp, the alliances with sunw/cbs/etc., and have a lot of high p/e stock with which to buy more good stuff. Bottom line, they keep going up because everyone wants in, but those that hold it are reluctant to sell; it's really that simple. I'm not going to try to justify a p/e >600, but I am enjoying the ride <vbg>. Frank