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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: johnzhang who wrote (12347)12/8/1999 8:53:00 AM
From: Mike Buckley  Read Replies (1) of 54805
 
John,

Because I haven't studied the Excimer Laser technology, I have to wonder if it doesn't remain a gorilla game, not a royalty game. You mentioned that VISX doesn't own the basic technology, that it's a non-proprietary technology. But everything else I've read about it in this folder is that VISX has the best innovations on the basic laser technology. That's the same model of Qualcomm; CDMA is a public technology but no one has been able to arrive at innovations that are as successful as Qualcomm's innovations.

My point is that there are gorilla games being played around proprietary innovations of non-proprietary technologies. The CDMA niche is one of those gorilla games. Investors should decide for themselves if the laser technology for eye surgery is another one.

--Mike Buckley
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