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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: DownSouth who wrote (16273)1/25/2000 11:32:00 AM
From: SecularBull  Read Replies (4) of 54805
 
GBLX and LVLT are princes. Their networks do represent discontinuous innovation from copper wire networks, and while there is monumental cost involved with setting up a competitive network (which is a barrier to entry for most players), it remains possible that they can be knocked off of the top of the hill by a competitor. I would say that each is a prince in his own area, and that the two are not head to head competitors in all areas.

BTW, there are LEAPS long enough to be LTB&H. It's called exercising those LEAPS. This is a fairly elementary point.

Regards,

LoF
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