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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: sditto who wrote (27729)	7/12/2000 10:44:16 AM
From: areokat	Read Replies (1) of 54805

Large multi-national corporations and now even entire governments will give way to the unyielding power of a DI. As other markets emerge (particularly in non-regulated areas) stopping the DI wielding Gorilla will be like trying to stop the march of time. sditto and cha2: while I tend to agree about qcom, heck I've loaded up on it so I better believe, there are words of caution in Moore's new book Fault Line. He thinks that members of a value chain in jeopardy of an emerging gorilla should do everything they can to prevent the gorilla from achieving dominates. Sounds like his Chasm Group is even providing consulting to companies in this situation. And that is why qcom is under attack today imho. And at $40-$50 a share the attacking chain members could buy enough stock to attempt to take control. As Moore advises, the gorilla must be defeated at any price otherwise the losing value-chain is doomed to a weak marketing position and substandard profits (compared to the value-chain that contains the gorilla). Will, qcom be defeated. I don't think so and the signs seem to me to favor qcom but it is early. It's not a lead pipe cinch yet. Tom

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