SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Gorilla and King Portfolio Candidates
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Dr. Id who wrote (12787)12/14/1999 2:11:00 PM
From: Bruce Brown  Read Replies (2) of 54805
 
JB,

Geoff's post was directed at the B2B space, not the games that JDS Uniphase or CREE are involved in respectively. Big difference. His point was within the B2B space there are royalty and godzilla games being played out and that the godzilla will be the most explosive return within the confines of the 'winner take all' with the rest playing 'follow the winner'. In that respect, he was altering his game plan within the godzilla space to actually play a basket approach and the consolidate once Mr. Godzilla emerges. This is a new tactic since the revised manual came out, but they weren't talking B2B in the book and we are obviously 'playing as we go' in this space.

BB
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News