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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: KY who wrote (193)2/20/1999 3:23:00 PM
From: Uncle Frank  Read Replies (2) of 54805
 
>>Bunch of muddled thoughts to generate more conversation

Great post, Kevin; your questions are far from muddled. LindyBill and I still have arguments about company classifications (he usually wins) <g>. I think it's possible a Gorilla may emerge from the Internet sector, but none have met the criteria for market share and gross margin that are intrinsic to Moore's definition for a true Gorilla. AOL and Yahoo are Kings, and imho, the standards they control are in their their gui's and content. It would be very hard for me to switch from Yahoo, even if I wanted to, and I posted earlier today about the hold aol has on it's subscriber base (https://www.siliconinvestor.com/readmsg.aspx?msgid=7930512).

I hope your post creates a lively debate on this important question.

Frank
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