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


To: Mike Buckley who wrote (2122)5/22/1999 4:28:00 PM
From: chaz  Read Replies (2) | Respond to of 54805
 
Mike B:

Well, maybe I'd better re-think my thinking about SFE. You've certainly given me the room to do so by pointing out what the radar screen WILL show when the IPO's begin. Mike, that's exactly the kind of "vision" I seem to lack. I did get my share of gains with IOM.

Not quite OT: I see in the news today that Penny's is going to beef up it's web-based sales, sell off the credit card, and go public with 20% of Eckard. It's the web stuff that interests me....is this the "front end" software opportunity. Someone will have to provide the software that will handle those web sales. Who is making that, if it isn't SEBL? And, as this whole web-sales trend continues, isn't this at least an opportunity for a King to be crowned. Nominations anyone?



To: Mike Buckley who wrote (2122)5/23/1999 7:22:00 AM
From: gdichaz  Read Replies (1) | Respond to of 54805
 
Mike: Our portfolios posted on your AOL Fool Library Gorilla Game board are now the ripe old age of one year.

Here's my Telecom gorilla game result:

techstocks.com

Chaz too



To: Mike Buckley who wrote (2122)5/23/1999 5:09:00 PM
From: Teflon  Read Replies (1) | Respond to of 54805
 
Mike Buckley,

" there is greater reward potential in SFE because it hasn't had any IPOs"

Mike, SFE has had several IPOs. Does TLAB sound familiar? The big difference between SFE and CMGI from a market perspective right now is PR. Once SFE (as Musser indicated will happen in the near term) gets the word out and the PR machine rolling, I say SFE will start to catch CMGI in market cap.

Teflon