Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: RocketMan who wrote (14934)	1/12/2000 7:29:00 AM
From: DownSouth	Read Replies (2) of 54805

RM, there can be no King/Gorilla in the internet data center market, by definition. The tornado has only begun there, thus the particpants are just now piling in. Only as the tornado progresses will we see an emerging Gorilla or King or Princes. My bet is that there will only be Princes. No company will dominate what is essentially a services industry. There are no barriers to entry except capital to build infrastructure. There IS money to be made by buying a basketful of IDC competitors, but, IMO, you will have to bail out as the competition intensifies and prices fall.

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