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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (31236)9/8/2000 12:01:35 PM
From: Mike Buckley  Read Replies (1) of 54805
 
Frank,

sditto wrote: "What are some examples of strong Chimps in a Gorilla-less market?"

You responded: "Polaroid... San Disk..."

I think the discussion is focusing on chimps that have no possibility of becoming a gorilla. I wouldn't charactize SanDisk as having no possibility of becoming the gorilla. Just the opposite, I think it is the most likely candidate.

As for Polaroid, if you're referring to the market of instant in-camera film processing, my guess is that Polaroid is the gorilla of that market.

--Mike Buckley
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