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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: EnricoPalazzo who wrote (38001)1/15/2001 10:56:47 PM
From: DownSouth  Read Replies (2) of 54805
 
INTC and MSFT have tanked. But I don't see people questioning their Gorilla status

The debate about INTC goes on. I have INTC in the royalty column.

Maybe the real psychological problem here is that people have trouble thinking a) GMST is a Gorilla, and b) GMST may not be such a safe investment, both of which statements have become clear this past year.

I believe the problem here is that GMST is playing in some potential gorilla games, but the products that play in these games have not tornadoes. The products have characterists potential gorilladom, but until the tornado spins, GMS is "not such a safe investment".

First of all, I like to think of Gorillahood as a question of degree.

I think you have degree of gorilladom confused with the product's place on the market development continuum. That is a common mistake. GMST products may have crossed the chasm, but may still be in the bowling alley. The tornado is next, if it happens.

Unlike MB (and apparently GM), I think that a company can be a Gorilla without a Tornado.

I wish I had TFM with me, but I am afraid you are wrong "by definition". If there is no tornado, then the Gorilla never developed, even though the product had the characteristics of a potential Gorilla. There was to rapid market growth.

ds@justbeingargumentative.edu
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