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Subject:  Bruce, Mike.....Hunting in the Next Generation N Date:  2/7/2000  12:58 AM
Author:  Barefooter Number:  735 of 8806


First I would like to Thank the following that have posted information that has allowed me to build a very simple frame work (Got this Idea from Bruce Brown) to screen for the next Gorillas and Kings that will capitalize on the build out of the Next Generation Network.

A special thanks to:
Lindybill over at SI
UncleFrank over at SI
George Gilder

Now I will not claim to be the most ingenious person in the world but, I really like Bruce's idea to build your portfolio around the framework of the Next Generation Network. I have put together a simple but, not compete spreadsheet of Companies and Industries that are building this new generation network.

About the spreadsheet:

I have come up with nine major categories for the new network build out this is still very rough. I believe these can be better defined.

A few Stocks symbols in spreadsheet are now linked to MSN research. What I was thinking is to, link the stock symbols to the Gorilla and King Hunt project reports being developed over at Silicon Investor.

I have included a column called on the curve, this is to track where company is on the curve. Early Market, Chasm, Bowling Alley, Tornado or on Main Street.

In essence I was hoping through a joint effort we could create a dynamic webpage that categories, ranks and monitors up and coming Gorillas, Kings, Monkeys Chimps etc.

What are your thoughts?

The spreadsheet is located here

Thanks for reading

ski ya

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