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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Eric L who wrote (15237)1/17/2000 5:40:00 PM
From: John Stichnoth  Read Replies (1) of 54805
 
Eric,

The mention of SDTI was very brief.

He called it Security software. Also bought Checkpoint, Cylink, McAfeee as competitors (p 311) in a Rule 2 "enabling hardware or software" game.

He does say, p 304, "None of these three markets has become a gorilla-game play as yet, althought RSA encryption for Security Dynamics is approaching that status; but they bear watching, . . ." The three markets were all security related, hardware level, middleware, and encryption software.

The page 304 reference is in a section called "GG Opportunities Inside the Tornado", in which he very briefly goes through five sub-games, in a chapter centering on Internet opportunities.

I don't see reference to anything else you mention, but the index is somewhat abbreviated, so some references may not have been indexed.

Hope this helps,
Best,
John

8. Can't comment on your dreams. <g>
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