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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: SecularBull who wrote (16246)1/25/2000 12:44:00 AM
From: John Stichnoth  Read Replies (1) of 54805
 
GBLX isn't a Gorilla, because they don't have significant proprietary technology.

They aren't a King because they don't have twice the market share of the next largest player. The only segment where they might lay claim to a royalty title, might be cross-ocean cable. Is that a big enough segment to house a King? I don't think so, but won't argue too strongly over it.

Best,
John
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