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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Apollo who wrote (2919)6/22/1999 9:07:00 AM
From: mauser96  Read Replies (1) of 54805
 
One of the highlights of Mr. Moore's insight is that TRUE gorillas can be purchased late in their development because of their sustained competitive advantage. All GG investors should read the book at least twice-some of the points are subtle.
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I supose there are degrees f discontinuity, and RDRAM is somewhere in the middle. I own some, but at this price it's anticipating pretty far into the future. IMHO, the competition faster than 130 MHz is mostly vaporware
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