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Strategies & Market Trends
Gorilla Game Investing in the eWorld
An SI Board Since September 1999
Posts SubjectMarks Bans
1817 78 0
Emcee:  Teflon Type:  Unmoderated
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467 I promised the thread that I would present a case for Amazon.com as a Gorilla-KBruce Brown-10/19/1999
466 RRanney: Yes, IMO your points are well taken. EBay dwarfs others - to mix metgdichaz-10/18/1999
465 Regarding my comments on large size being a type of lock in the internet auctiZirdu-10/18/1999
464 Yes, uf, I do have a different version. Mine has a copyright date of 1999. ReBruce Brown-10/18/1999
463 >> Q is Q, but the manual's main author is informing us as the landscUncle Frank-10/18/1999
462 I'll post what Geoff Moore said on the list serve here as well: ------ SubBruce Brown-10/18/1999
461 Agreed. The 'option effect' is really applied to Amazon. That is, whaBruce Brown-10/16/1999
460 Bruce: Amazon is much broader in its coverage than it was when the GG revisiongdichaz-10/16/1999
459 Bruce: Since you took the time and had the fortitude to take on an analysis ofgdichaz-10/15/1999
458 Cha2, I will be the first to admit that I was surprised about eBay's perfoBruce Brown-10/15/1999
457 <i>I don't know how long we can stay civilized here, but would hope lJames Sinclair-10/15/1999
456 Your comments are quite <B> on the money </B> RRanney about eBay. Bruce Brown-10/15/1999
455 Icarus Scoring System for eBay is below. I don't want to give it all away Bruce Brown-10/15/1999
454 What I find interesting about E-Bay in the context of a Gorilla type investmentZirdu-10/15/1999
453 Bruce: Thanks for presenting the eBay case so carefully and specifically. Yougdichaz-10/15/1999
452 Very nice analysis, BB! I am curious..could you post the Icarus values you derBrian K Crawford-10/15/1999
451 Teflon, I promised over on the mother ship thread that I would present a caseBruce Brown-10/15/1999
450 I can't speak to the ambiance of a Home Depot shopping experience. I havenBruce Brown-10/15/1999
449 Bruce - FWIW - I spend some amount of time here in the NYC metro area at Home DPeter Sherman-10/14/1999
448 <I> Phillips gets Rhythm......RHYTHM was chosen because of the business vBruce Brown-10/14/1999
447 Yes Teflon another nice one, last month it was Seimens also running on top of Spala-10/13/1999
446 i2 wins another contract: <i><b>Philips Consumer Electronics Gets Teflon-10/13/1999
445 Just send your email to the link <contact silicon investor> at the bottomUncle Frank-10/13/1999
444 I figure any company that includes the importance of 'customer intimacy'Bruce Brown-10/13/1999
443 Thanks, Frank. I got to get a hold of SI Admin (Bob) to get this done. I need tTeflon-10/13/1999
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