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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (25895)6/5/2000 10:39:00 PM
From: Eric L  Read Replies (2) of 54805
 
Mike,

<< I am so disappointed in Mr. Moore that four royalty players in the telecom space made it to his list of "gorilla leaders" while the one Gorilla, Qualcomm, didn't >>

You noticed that, eh? I suspected you might. I guess I will have to wait and read the book to see how and if this list is qualified.

I noticed a few other categories that had somewhat curious "gorilla leaders" as well.

My first reaction to the list was that he was identifying the early "basket" in a category, and of course he has now morphed godzillas back into gorillas (evidently) which I guess is what the book is about?

Ah well ... it will be an interesting read.

<< helps reinforce the importance of doing our own homework and relying on our research-based convictions >>

To be sure.

- Eric -
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