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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: unclewest who wrote (14762)1/9/2000 9:54:00 PM
From: Uncle Frank  Read Replies (3) of 54805
 
Unc, Gorilla's don't need to have a market cap of >$10B.
That's an arbitrary screen I imposed for inclusion in the GKI.
The thread founders favored established Gorillas - Silverbacks as it were.
They are the safest bet in the high tech investing Universe.
Dancelot, Merlin, Galahad and I are older people, with short investing windows.
Youngsters like you and Cha2 have time to recover if you adopt early and
lose. We don't, so we limit our investments to sure things.

Gorillahood has to do with things like barriers to entry, high switching
costs, Tornado markets, value chains, etc. Conceivably a $100M company could
be a Gorilla. But it would be a little, bitty Gorilla that would be less than a
mouthful for one of their big brothers.

Comparing Q and Cree's p&l's doesn't work. It was the patent portfolio on
cdma that made Q special - a potential monopoly. We knew/prayed the gross
margins would follow. The patents were that powerful. Thus far we know that
cree has some patents, but have no idea if they control key processes that would
constitute a major barrier to the competition.

Don't expect us to get enchanted with cree until that essential piece
of the success equation is clarified. Until then, I will characterize them
as a Snowball worth watching, but nothing more than that.

uf
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