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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: mtnlady who wrote (15984)1/22/2000 8:00:00 PM
From: mtnlady  Read Replies (1) of 54805
 
Add KING to every statement I mentioned Gorilla. Kings have a disadvantage in that they need to worry about competition as much as new tornadoes. They possibly have an ADVANTAGE (radical thought I am just tossing around now in my brain) in that they are not chained/shackled to the technologies as much as the gorillas (true???) in that no value chain has been built up around them holding them hostage in gold chains. For example the technology behind fiber optics could change - radically but JDSU could still, theoritically, pick up that new technology and sell it to! i.e. the ultimate arms merchant. The weapons change but the merchant carries them all...
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