Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: DownSouth who wrote (31958)	9/20/2000 11:58:48 PM
From: Eric L	Read Replies (1) of 54805

DS, << A King cannot become a Gorilla, except in a different market or with a different product >> I disagree. If through M&A a King accumulates sufficient IP that it controls a proprietary open architecture, either de facto or de jure, it becomes a gorilla. << No one has ever posted a convincing case for JDSU being a Gorilla >> I agree, they have not. << NTAP >> One more time. Convince me NTAP is a gorilla. You, DS, are the only individual I know, that has attempted to make that case. I applaud you for it. - Eric -

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