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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Ausdauer who wrote (26953)6/28/2000 11:25:00 AM
From: Mike Buckley  Read Replies (1) of 54805
 
I forgot to mention something about Ausdauer's post.

Probably the most difficult concept for me to grasp has been the notion that locating a gorilla is something that requires all the pieces to be in place simultaneously and the defining characteristics to be established unequivocally.

That speaks to the unusually selective nature of gorilla gaming. However, I see a lot of posts referencing that SanDisk isn't a gorilla. While there might be many people looking for that criterion before investing, we need to remember that it's a reasonable bet to invest in potential gorillas once a tornado has begun. There seems to be little doubt that SanDisk's product is in at least one tornado.

--Mike Buckley
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