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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: voop who wrote (21059)3/22/2000 9:41:00 PM
From: Uncle Frank  Read Replies (2) of 54805
 
>> As such, any discontinuous innovation in electricity should be perfect for GG discussions.

There isn't any discontinuous innovation in electricity involved, voop, just a different way of generating the same old electricity we've been using. Fuel cells aren't a new invention; they've been around for decades. They just haven't been financially practical. My take on it is the companies that are improving fuel cells are working on a continuous innovation.

The bigger issue is I don't think the power generation sector is one we could analyze using GG tools.

jmho,
uf
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