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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Apollo who wrote (15912)1/22/2000 9:24:00 AM
From: DownSouth  Read Replies (2) of 54805
 
Apollo, I know we went around about EXDS/Tornado/King last week, and I was persuaded by you that those labels fit.

Here is why I will not buy EXDS:

1) the tornado is young and new, well-heeled contenders are jumping in.
2) the barriers to entry are basically financial.
3) the switching costs are small.
4) this is not a product game. This is a services game. I am not even sure that ggaming applies to services.

In a nutshell, I believe you will do well with EXDS, but the risks in the medium term are very high. This king I would hold "slightly".
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