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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Jean M. Gauthier who wrote (742)3/12/1999 3:36:00 AM
From: Martin Rasch   of 54805
 
Are they a gorilla or what ?

Rule 2. If the category is enabling hardware or software, begin buying after the tornado has formed.

The market we are talking about are server for mission-critical/ high-performance applications, right?

- Whats the growth rate of this market?
- Who are the players in this market?
- What are their market shares (probably the toughest question to answer)?
- Is there a proprietary open archtiecture?

I'm curious whether the thread is able to provide reasonable answers.

Martin
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