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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: sditto who wrote (31234)9/8/2000 11:26:42 AM
From: Uncle Frank  Read Replies (2) of 54805
 
>> Can there be a Chimp without a Gorilla?

I believe so.

>> What are some examples of strong Chimps in a Gorilla-less market?

Polaroid... San Disk...

>> Is the investment potential of a Chimp in a Gorilla-less market (if such a thing exists) really more attractive than a King?

I'd take the Chimp with the patents as the lower risk/reward play.

>> What criteria do you use to distinguish between primate or royalty structures in Gorilla-less markets?

Patents that create a high barrier to entry.

jmho,
uf
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