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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: RobertHChaney who wrote (47395)10/2/2001 1:52:34 PM
From: paul_philp  Read Replies (2) of 54805
 
Robert,

One limiting factor of the Gorilla Game is that the TALC assumes a linear progression through various states and stages (early market, chasm, bowling alley, tornado, mainstreet, post-mainstreet). There is no category for a period of lower or falling demand. Nor is there anyway to know what impact this period will have. Do tornadoes restart? Do bowling alley markets go back to the chasm?

I do agree that companies with the strongest CAP and balance sheet will have a good likelihood of thriving after the walk through the desert. I think Intel, Microsoft, Siebel, Qualcomm are positioned well post-recovery. I don't know about Cisco and I don't like Oracle at all.

Paul
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