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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: SecularBull who wrote (16331)	1/25/2000 1:42:00 PM
From: DownSouth	Read Replies (1) of 54805

But how many instances in the past can you point out that the company with the lock was on top indefinitely? Hmmmm... CSCO, INTC, MSFT. All gorillas with 8-20 years of dominance. Of course, "indefinitely" could mean "forever", in which case this discussion is moot because we will all be dead. BTW, LoF, CDMA is based on a breakthrough in physics, not simply a standard protocol, like TCP/IP. Thus the Q lock on IPR is extremely strong. New break throughs in physics would be required come up with a more efficient, less expensive wireless communicatins protocol.

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