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

To: gdichaz who wrote (2249)	5/26/1999 8:48:00 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Chaz too, Since SFE seems to be tweedledee to its tweedledum, with some significant pluses IMO ... What are those significant pluses? --Mike Buckley

To: gdichaz who wrote (2249)	5/26/1999 9:25:00 PM
From: Teflon	Respond to of 54805

Well, Chaz too and Uncle Frank, I am wondering whether I need to go through the painful process of trying to convince my fellow G&K faithful of SFE's merits, or simply throw in the towel and admit that SFE will never be anything but a Prince with an attitude. Touting MSFT would be so easy for me, all I would need to do is paste links to my countless discussions over on the MSFT Thread. I won't bore you though... Can SFE become a King, and the 2x market presence that goes along with it? Probably not. It's a tough challenge for a company such as CMGI/SFE to overcome simply because of the nature of its business. It is not out to dominate its relevant market space as its market is always changing with each IPO it brings to market. Case in point, when SFE brings ICG to market this Fall, it is by default hurting its own market dominance by diluting its market sector (primarily, internet/tech investment incubator) with an additional player. Internet Capital Group's IPO is already being sold as one of the next "gotta haves" on the Street. Regardless, however, it doesn't help the argument that SFE deserves G&K potential recognition. So where does this leave me, I'm not sure frankly. This Board now has me questioning my once very confident market decisions regarding this challenge. SFE, because of its unique shareholder participation policies, I think has a chance to revolutionize what the market and shareholders in such entities start to expect from these types of VC outfits. CMGI may ultimately have to adapt to thrive as well. I could spend the hours trying to justify SFE's G&K potential by walking you through the cumulative value and market impact of ICG, TLAB, SCAI, US Interactive, ect., but frankly I don't think its worth it. At the end of my endless ramblings, we would probably all agree that SFE is a difficult company to concretely get our hands around in our attempts to quantify its market presence and potential to capture market share. I still maintain, however, that its valuation is cheap, its story is innovative and extremely compelling, and I only wish I had the tools and the time to convince the Group that it has the potential to be a King in the still infant yet quickly developing new paradigm we are calling ebusiness. Teflon