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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: techreports who wrote (35004)11/18/2000 11:55:38 AM
From: Mike Buckley  Read Replies (2) of 54805
 
techreports,

I think it's valuable to the thread that you were willing to explain the thought process you are going through when evaluating potential G&K purchases. I'd like to point out to everyone that it is clear that you are using valuation as part of that process; given the choice of many alternatives in companies that will or are likely to dominate their space, you are using valuation as a tool to eliminate at least for the time being a purchase of really expensive G&Ks in lieu of similarly strong companies that are less expensive. My hat is off to you and I encourage others to use valuation in the decision-making process.

My only comment about the specific companies you mention is that I disagree with your thinking that Yahoo! is as strong as the more popular gorillas. Of its peer companies it surely is the strongest and it is probably a strong Godzilla (I haven't studied enough to be certain), but the gorillas are not its peers. They are superior to Yahoo! in the way they can control the value chain because those gorillas own something Yahoo! doesn't -- a proprietary, open technology that has been accepted as the de facto standard as the core of their business.

--Mike Buckley
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