Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Wyätt Gwyön who wrote (44789)	7/23/2001 4:27:34 AM
From: Seeker of Truth	Read Replies (1) of 54805

When VC's are ready to throw a billion dollars to compete with a gorilla, the prices will again be insanely high. Since we all rule that out for a long long time, your remark is purely theoretical. You said there are "not many" etc. That's the purpose of this thread, to find the real gorillas. I happen to think, for example, that neither VC's nor IBM will throw some billions around to compete with INTC. Not that the PC Cpu business is booming; it's just that INTC controls the value chain. QCOM's control looks solid enough to make any VC quail. Assuredly there are "not many" as you say. The problem is to determine them and to buy them at a reasonable price.

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