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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: the hube who wrote (16647)1/28/2000 12:29:00 AM
From: TigerPaw  Read Replies (1) of 54805
 
WIND Existence of hypergrowth?
Not yet. Revenues are growing at about 40% per year, so they definitely are not in a tornado yet.

This is a field I have been in for 25 years. I don't see how a tornado could form. The end consumer base (embedded software developers) is just not large enough and is not growing fast enough to form a tornado. One good year could saturate the market. Margins are likely to be high, it's only moderately cost sensative.
TP (Great Post and kudos for your research)

Edit - Maybe I missed something on first reading. Do they get a royalty for each item shipped instead of a one time fee per product? That could make a big difference in my opinion.
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