SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Gorilla Game Investing in the eWorld

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: tekboy who wrote (1248)2/7/2000 10:10:00 PM
From: Mike Buckley  Read Replies (1) of 1817
 
tekboy,

Does 70% growth in revenues over the previous quarter, 1000% year on year, constitute evidence of a tornado?

Probably. But the industry is so highly fragmented that it's very possible a gorilla will not be spawned. The product will be (is) highly commoditized. Unless a company can offer value-added services around which a value chain is formed, I don't think the tornado will produce a gorilla in that sector.

Hold lightly. :)

--Mike Buckley
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext