Gorilla and King Portfolio Candidates Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Gorilla and King Portfolio Candidates

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Devil's Advocate who wrote (5250)	8/24/1999 8:11:00 AM
From: DownSouth	Read Replies (1) of 54805

DA, you are going to think I am being difficult, but that is not my intent. CHKP is either a "Prince" or a "Chimpanzee", depending upon the position of CSCO. If CSCO is the Gorilla of fw, then CHKP is a Chimpanzee. It could be that the nature of the fw product does not accomodate a Gorilla in the market. In which chase CSCO is the King and CHKP is a Prince. If CSCO is the Gorilla of fw, then CHKP is doomed to Chimpanzeehood forwever. The growth rate of CHKP seems puny, by Gorilla standards, btw. Please go to the header of this thread and take a look at the definitions on LindyBill's cheat sheet, if you want to understand what I am saying here. Bigness and/or dominance do not define a Gorilla, in the terms we have come to understand on this thread. Thanks.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next