Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: daffydog who wrote (20714)	3/19/2000 1:20:00 PM
From: saukriver	Read Replies (3) of 54805

If MSFT has increased 50x since 1991, then its market cap must have been around $10B in 1991. What was market cap of the company with the highest valuation at that time? I am attempting to get a sense to which the overall upper range of market caps (currently $517 for MSFT, $468 for CSCO, and $460 for GE) has shifted over time. This eventually bleeds into the question of whether one needs to be investing in gorilla candidates earlier as Geoffrey Moore almost suggested in an email to the gg list* within the past month or so, or whether the authors were right in the FM that gorrillas indeed have a long way to run (because the upper limit of what we think of as extraordinary market cap shifts). I suspect the truth is somewhere in between those two positions. saukriver *I will attempt to go find a copy.

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