Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: John Stichnoth who wrote (10564)	11/17/1999 8:47:00 PM
From: Uncle Frank	Read Replies (2) of 54805

>> There doesn't seem to be much barrier to entry vis-a-vis proprietary knowledge or value chain John, that's exactly the consensus evaluation the thread arrived at some months ago, but I'm hoping we may be able to find some ipr this time. Gilder's view of the nas arena suggests that the sector may not commoditize. But even if it did, ntap is in position to be a very strong King as evidenced by their current market share and growth rate. Kings in a Tornado can make you a lot of money, provided you hold them lightly. uf

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