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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: John Stichnoth who wrote (15052)1/13/2000 1:46:00 PM
From: Seeker of Truth   of 54805
 
Thank you for your item "Deal flow opportunities" as an advantage owned by the big incubator companies. That's surely important. There is a reward to the prestige both from the investors and from the entrepreneurs. High tech can perhaps be divided into:
A Manufacturers such as CSCO,JDSU,NTAP.
B Software producers such as MSFT,SEBL,SAP,VRTS,ORCL.
With the sale of the cell phone manufacturing division probably we should put QCOM here. I'm using the word software here broadly, to include all intellectual property, knowhow etc. For similar reasons we can put GMST here.
C Services, such as CTSH,CMG(the Dutch company, not CMGI), INFY. IBM is mainly in A but C is getting more and more important for IBM.
We can think of the incubator companies as belonging in category C.
We can attempt to balance a portfolio between these three categories. But if we do so we are saying that GG is not the only good way. I haven't made up my mind on this. Any ideas about that?
There's not that much more for us to say about incubator companies in general. What remains is to discuss them specifically. There is a reasonably active and often extremely wise board discussing Softbank and I suppose the other three have active boards and maybe those boards are the place to say X is a better long term investment than the other incubators W,Y and Z because: blah blah.
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