Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mr.Fun who wrote (20052)	3/13/2000 7:15:00 PM
From: LindyBill	of 54805

Thanks for the post, Fun. Glad to see you on our thread. You did a very nice job of laying out Nokia's strengths. It is a King, and cannot be a Gorilla, under the definitions we use. To be the Gorilla of handsets, everyone else would have to pay them a royalty. Nothing wrong with being a King, a lot of us have made more money on Kings than Gorillas. I think you meant to say that JDSU is a King, not a Gorilla. If you did, you are right, IMO. They have a tremendous lock at the moment, but eventually will get some pricing pressure, as you point out.

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