Gorilla and King Portfolio Candidates Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Gorilla and King Portfolio Candidates

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: LindyBill who wrote (31946)	9/20/2000 8:33:08 PM
From: Eric L	Read Replies (3) of 54805

Lindy, << Moore is not rigorous about defining his terms >> You are certainly correct about this. We have discussed this here several times. He uses (his own) terms differently depending on his audience and their knowledge of the Gorilla Game as it relates to investing as opposed to marketing. There is, for instance, a subtle difference in the terminology he employs, in "Living on the Fault Line" and the "Gorilla Game". I am of the opinion that JDSU could be a (former King) becoming a gorilla. This is not much different than the argument DownSouth (convincingly) puts forth for NTAP potentially being the gorilla of NAS. The problem here is that we have no one on this thread (that I know of) that is as knowledgeable about fiber optics as Jerry is about data storage. I happen to be one who thinks that a King can become a Gorilla. - Eric -

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next