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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Judith Williams who wrote (36105)12/7/2000 2:09:43 PM
From: Uncle Frank  Read Replies (3) of 54805
 
>> Gorillas and Godzillas don't mix well. But the conclusion is muddy.

I never claimed to be the sharpest knife in the drawer <gg>. That's why I concluded my post with "jmho", and waited for responses.

Judith, investigation of the network effect (which, as Merlin has pointed out, may be a concept that overlaps the "value chain" metric outlined in tfm) is certainly worthy, but imho it would be more appropriate on the G&K thread if that analysis focused on its significance to Gorilla or King companies.

uf
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