Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: mtnlady who wrote (15984)	1/22/2000 9:52:00 PM
From: Seeker of Truth	Read Replies (2) of 54805

Let me address your minor point, i.e. that you have done well with number 2. I think you were just plain lucky there. After all number 1 has more prominence; the media will write more about number1; it's sheer size generates free advertising. It draws good employees by its size and good customers by its size, and stock buyers ditto. Everybody wants to go with the biggest. To argue for buying number 2 would be deliberately avoiding the gorilla, surely heresy. I forget what the punishment is for that, something unpleasant no doubt, boiling oil, er.. let's not talk about it. I agree with your main idea; the lifetime of gorillas will be shorter in the future. So we have to watch for the emergence of a new paradigm, a new "game" in which the gorilla of some past game may be irrelevant, in other words the CAP will shorten. This is your guess and my guess but they are only our guesses. When a new game appears the gorilla from the last game may enter it and win because he(she) has the advantage of cash from the previous victorious game.

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