mtnlady, I don't know if VRTS is a King. LGTO is certainly powerful, as are Intelliguard and CommVault. I looks like a Princely royalty play in backup solutions to me.
JDSU is still a King, imo, but in an exploding market where only they have the manufacturing capacity to deliver and the only ability to deliver passive and active components. Don't see that (their kingliness and their advantageous position) changing for a while.
I don't think we need a hybrid between King and Gorilla. The lines are pretty clear. What is difficult is getting to the information that let's us easily put a company in the right genus. Some want to call JDSU a Gorilla because it acts like one and feels like one. That's because circumstances are favorable for JDSU right now. A change in circumstances, which will eventually occur, will make it plain that JDSU is not a Gorilla, imo.
Good call on OCLI, but for every good call "with your gut", I have experienced at least three bad gut calls. Not good odds. The diligence is worth it.
I believe that your idea of picking a market and then the gorilla/king candidate is exactly what Moore prescribes, btw.
TRFM Oage 151:
"A tornado watch is a search for this type of product category, one that exhbits signs of being likely to undergo hypergrowth at some unspecifiable future time."
So, you see, he is suggesting we find a market category first, then look for the contendors. |
