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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Eric L who wrote (48894)11/14/2001 6:21:41 PM
From: techreports  Read Replies (2) of 54805
 
... so anyway MY list of established gorillas is:
- MSFT
- INTC
- CSCO
- ORCL
- SEBL
- ITWO
- QCOM
[67% of my current all-tech equities portfolio]
... and possibly
- SAP
... with maybe some gorilla genes in BEAS?

I guess the opinion about Bea is still in question, although some are very confident that beas has won. I need to learn more about the whole AppServer industry before I make an opinion. Some feel that Bea will eventually move into the SCM industry and knock ITWO out. The AppServer may provide some CRM features, but probably won't offer the entire feature set Siebel offers, so SEBL investors shouldn't be too worried.

also, brcd should be added as a possible gorilla. I think SoIP will happen so until I know how Brocade plans to keep it's lead if the market moves towards SoIP then I wouldn't invest.

here's a post that talks about brocade and their software
boards.fool.com

checkpoint is another possible gorilla..last i looked, the company had amazing margins...veritas is another possible gorilla. There's GMST...ARMHY is another (pretty impressive value chain).. I think ebay has created an impressive network effect..others feel jnpr could become the gorilla in IP routing.. we shouldn't forget rmbs. i don't think this game is entirely over. what happens when dram supply and demand are equal and ddr costs about the same as rdram (4i bank)? Intel has said that if rdram ever becomes reasonable in price compared to ddr/sdram then they'd be more interested in rdram..
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