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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Tom Chwojko-Frank who wrote (30140)8/19/2000 11:12:35 AM
From: Seeker of Truth  Read Replies (2) of 54805
 
Thanks for your input. I'm sorry that "intellectual" sounds pompous but "rational person" doesn't convey the idea either. A bookish, idea-centred, theory oriented, future oriented person might very well be less rational than some more present oriented person. Hamlet was an intellectual but by his irresolution he ruined everything. Rationality is not the issue but future orientation is.
Gorillas may become average companies at a slower speed than ordinary above average companies and I agree the sample is too small to be certain but we have to act with inadequate information; that's life. What I do know is that Polaroid and Xerox are average companies. IBM is getting there. All three were gorillas and IBM is still the gorilla of the mainframe market. That doesn't prove anything but it gives some aroma. SAP has seen its gorilla position weaken; Microsoft is still the gorilla of the desk top but the importance of that looks to be lessening. According to some interpretations of the gorilla game we should never sell gorillas until the threat to them is proven. But how about the relative attractiveness of other gorillas? That has to be part of the analysis.
My 25%, 100% vs. 50% example was concocted of course but there are real cases. I was really thinking of QCOM right now vs. any other gorilla you might want to invest in.
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