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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: gdichaz who wrote (2613)6/13/1999 4:16:00 PM
From: LindyBill  Read Replies (1) of 54805
 
goes to a basic problem with the Gorilla Game as some sort of Bible for application throughout all forms of technology.

I believe it holds as a set of tools to use to examine companies, GDI.
The difference with Qualcomm is that you don't have to buy the basic chip from them, but you have to pay them a royalty for using the ideas.

Imagine if Microsoft was set up so that you could buy a license to produce and sell Windows, but you had to pay Microsoft a royalty for each Windows package you sold. This would still make Microsoft a Gorilla, but they would just not be the only company in the business of producing the Window's package. This would open up Windows, but would lock companies even tighter to the Windows standard, which is one solution that could come out of the DOJ case.

As far a Q goes, like any other company, we get rich because the earnings go up dramatically, or we don't!

But, the fact that we understand the "Gorilla" nature of their business gives us a better perspective on the future of the company.

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