Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: D. Swiss who wrote (18599)	2/24/2000 9:44:00 AM
From: Uncle Frank	Read Replies (1) of 54805

>> I still feel strongly that Del is an excellent core holding that will return 20+% / year. That may well be the case, Drew, but we've discussed the boxmaker sector many times, and from a Gorilla Game perspective, it lacks two of the critical elements we look for in our investments - tall barriers to entry and high switching costs. Dell, Compaq, and Gateway have made many rich over the last 10 years, but the computers have become commoditized and are an unlikely target for Gorilla hunters. If you haven't done so already, I'd encourage you to read the Gorilla Game. It offers an approach to identifying "sure things" in high tech that has been wonderfully successful for its followers over the past few years. uf

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