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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: El Guapo who wrote (30759)8/30/2000 3:18:16 PM
From: Thomas Mercer-Hursh  Read Replies (2) of 54805
 
And within those sectors, it's fairly clear who the leaders are and who the almost-leaders are.

Despite the illumination provided by this forum, I don't think it is quite that simple or clear. Today's empirical leader can easily be tomorrow's also ran unless that leader has a gorilla-like hold on its market. And look at companies like QCOM (who parenthetically seem to be one of those headed to the 99% HR you speak of). We here believe that we understand QCOM to be in a controlling position based on their control of key IP that will be absolutely required in the mid-term expansion of wireless, but look at all the people who seem to believe that QCOM is just another contender and not necessarily an especially important one at that.
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