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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Don Mosher who wrote (49317)12/4/2001 12:32:43 PM
From: Judith Williams   of 54805
 
Don--

long enough and dense enough that I just can't grab and digest...in passing

Ditto. I never try to read your posts on-screen. I just print them out and read the old-fashioned Gutenberg way with the telephone on off.

GG is a discipline for approaching technology innovations and the seminal companies that do it in markets that can scale. Putting that discipline into context--tracing its roots and permutations--helps not just clarify the concepts themselves, but opens up the fault lines (sorry, no pun intended) between various approaches. These clearly emerge in terms of valuations and in CAP, which we all struggle with.

Thanks.

Judith
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