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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: DownSouth who wrote (39991)3/5/2001 8:10:11 AM
From: Apollo  Read Replies (2) of 54805
 
Peregrine:

There is lots of competition in their space. They have no particular IP on which to build BTEs, though switching costs are very high.

I have no intention of considering them as an investment.

Alright, Jerry, thanx very much for the perspective from the marketplace. I don't think you're being direct or blunt enough for me. Try to be more specific, and less nebulous, OK. <vbg>

Seriously, that's exactly what is needed. Thank you. But that does leave open the question.......why does Geoffrey Moore label them a potential gorilla candidate? Is he an egghead, and doesn't have the benefit of seeing its services in the marketplace, or is there another reason?

thanx,
apollo
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