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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: GuinnessGuy who wrote (36789)12/19/2000 9:29:45 AM
From: DownSouth  Read Replies (1) of 54805
 
Craig, you post seems to have two edges. Which do I choose? On one hand you say they have 90% market share and on the other you say their backs are against the wall.

I am not trying to defend the stock. I have an open mind about this marketplace, as it is built on sand that shifts rapidly because of ill-defined standards and a stream of disruptive and competing innovations.
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