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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Sam Johnson who wrote (12140)12/6/1999 7:57:00 AM
From: 100cfm  Read Replies (2) of 54805
 
Sam

great clarification between gorilla and king.
Now how does one determine whether the football is owned or not.
take the current case in point jdsu, without an intimate knowledge of photonics how would the average investor determine if jdsu owns the football. the gorilla game must be playable by average investors not just tech wizards.

if a company does indeed own the football,one would charge for their product accordingly.

what are jdsu's net margins, as of now they are showing losses. this could be due to onetime charges. i plan to do
more research on this later today.

with jdsu the threat of someone running faster is lu bringing the component production in house. the questions are, is there fat enough margins to make it worthwhile for lu to bring it in house and to support jdsu as a gorilla.
and if lu does determine the margins are juicy enough to do so, can they or are there patents preventing this.

in any industry a company will move into any area where increased margins are percieved. the difference is whether
those margins are open to attack or not.
a company with only a kings power would most likely keep their margins reasonable as to not invite attack. a gorilla
has no such concern and charges whatever the market will bear.

A king with the power to charge full tariffs entering into a tornado market for their product will most likely develop into a gorilla. investing in those companies at that time
will yield tremendous profits.

100
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