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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Bruce Brown who wrote (30074)8/17/2000 3:55:23 PM
From: areokat  Read Replies (3) of 54805
 
I think you would need to revisit the criteria for what constitutes a gorilla to find your answer to the above. As Lindy pointed out, it's a value chain member performing in the division of a royalty game.

To BB,DS, and Lindy
OK, I stand corrected.
I guess I was remembering the reference to HP's gorillaness in the "server hardware" area (p.207 of TRFM). Moore also said that HP could possible catch up in the information technology area?

I just went to the optometrist but can't use that for an excuse since the eyes are ok. Then I went to the bookstore to find the reference.

LB, it's my comprehension, not lack of reading, that is my problem.

Kat
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