Bowling Alleys and Tornadoes: G&K Hunting Grounds Message Board

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Strategies & Market Trends : Bowling Alleys and Tornadoes: G&K Hunting Grounds

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To: John Stichnoth who wrote (11)	7/14/1999 12:56:00 AM
From: HeyRainier	Read Replies (4) of 153

My experience from this whole QCOM/ERICY "standards battle" teaches me that it's important to focus on markets where such battles even exist, at least to the point where there are only two viable alternatives. Based on the Gorilla Game framework, it's just the beginning for long term investment profits when the victor is named. Since the settlement of the dispute on 3/25, had one bought QCOM at $49.22, you still would have come out ahead by nearly tripling your money, based on today's close. So is anyone monitoring a current battle to establish a dominant and fundamental standard, and one with only 2 or 3 viable competitive offerings? Those are the ones I would like to keep my eye on. --Rainier

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