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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: pala who wrote (10069)11/10/1999 1:00:00 PM
From: tekboy  Read Replies (1) of 54805
 
"I'm thinking that startup b2b providers are up against Gorilla's and the outcome is a no brainer. And the public are unwittingly acting as venture capitalists for the startups, and we know venture capitalists are happy if 1 in 10 of their ventures survive. But these days they can sell them retail at a huge markup to retail venture capitalists.

This is not even in the same universe as the b2c world, with the early mover, brand advantage (small transactions to the consumers). Where the Gorillas controling the core technology were not in the game."

And for the dummies among us, the practical investing implications of this are....what?

tekboy/Ares@can'tgethimselftocontinueignoringB2B.com
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