Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: gdichaz who wrote (51605)	6/1/2002 6:02:24 PM
From: paul_philp	Read Replies (4) of 54805

Cha2, A couple more points come to mind. First, thanks for the RTW reference. The June issue is quite exciting as it has detailed coverage of two of my favorite companies (NTAP and ARMHY). <Aside> A friendly prod to the G-O-R-I-L-L-A board. I cannot find any reason not to declare Arm a Gorilla. I still have not done the detailed analysis which would allow me to make a positive declaration but I am at the 'pretty sure' stage. Anybody interesting in doing an analysis and comparing notes and debating the status of Arm? This is the first company I have found since reading TGG in 2000 that I think is even close to being a newly minted gorilla. However, a community brain is better than a single one. </Aside> Second, I have become convinced that infrastructure markets (telco, wireless) are different enough that the principles of Gorilla Gaming do not exactly apply. The economics and nature of advantages are very different. I need to do some more thinking about how different. It is an important point since I believe that enterprise computing will take on more and more of the characteristics of an infrastructure market over the next 10 years. Paul@NoMorePoints.com

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