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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Thomas Mercer-Hursh who wrote (45793)8/24/2001 11:55:57 AM
From: Thomas Mercer-Hursh  Read Replies (2) of 54805
 
Here's the results of the poll. Some people voted for two options in the first two questions, which should only have had one answer each, and some people voted for only one option in the last question which should have had multiple responses unless one thought the views on this board were completely uniform. So, instead of merely showing counts, I will also show you a letter for each person so that you can see the different patterns.

1. Relative to the question of whether BEA is engaged in a gorilla game:
a. Yes, it is. A B C D E F = 5.5
b. Yes, but only for part of its product line. D G H = 2
c. Too early to tell. H I J K L M N O = 7.5
d. Probably not.

So, pretty strong division there.

2. If some stage of gorilla game is involved, do you see BEA as:
a. The apparent gorilla.
b. The leading candidate, but not yet confirmed. B C D E F G K M N O = 9.5
c. One of a basket. A B E I J L = 5.5
d. Not likely to be a gorilla H = .5
e. Not applicable because it is not a gorilla game. H = .5

Pretty strong lean.

a. It is a gorilla game and BEA is the apparent winner. D H J K L O = 6
b. It is a gorilla game and BEA is the leader right now. D E F G H I J K = 8
c. It is a gorilla game and BEA is a candidate. A B C D E G H J K = 9
d. It may or may not be a gorilla game. D E G H J K M N = 8
e. Some products may be a gorilla game; some not D E G H J K = 6
f. It is unlikely to be a gorilla game. D E G H K = 5

So, at least some people think that every one of these viewpoints has been expressed.
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