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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Sam Johnson who wrote (12117)12/5/1999 8:39:00 PM
From: Uncle Frank  Read Replies (2) of 54805
 
Sam, that is simply terrific. You've managed to help me de-fuzz my logic <g>. Thanks for clarifying an oft debated point.

So it sounds like what you're saying is this: a gorilla's power is enhanced by the power of the value chain. A King's power may be temporarily enhanced by the power of the chain, but it's also always *threatened* by it, since it can exert no leverage to keep the chain from looking elsewhere. In other words, the gorilla owns the football, and the king doesn't. He's a welcome player until someone comes along who can run faster.
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