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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: LindyBill who wrote (408)2/23/1999 11:27:00 PM
From: Mike Buckley   of 54805
 
LindyBill,

I am beginning to think we will have to look for "Niche" Gorillas, like Seibel, who can be a big Frog in a small puddle, compared to our "big three" gorillas...

I realize you've seen my upcoming comment about that in the past, so this is for the benefit (or detriment, depending on your point of view) of others. The "big three," as you put it are gigantic because theirs is an enabling product. The so-called comparative niche players are almost always in the software applications biz. Find the next enabling gorilla and you'll be able to spend the rest of your life drinking margaritas under bananna trees.

--Mike Buckley
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