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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Bridge Player who wrote (54590)	11/3/2003 5:36:32 PM
From: Thomas Mercer-Hursh	Read Replies (1) of 54805

Are there any reasonable circumstances under which any company that you currently believe to be a gorilla might lose enough competitive advantage so that it became out-of-favor long-term as an attractive investment? TMH's Second law of taxonomy: Nothing is ever a pure example of anything. One could give a good argument that ORCL was the gorilla in the RDBMS sector, but is a company which has failed to build on that dominance to establish similar dominance in other areas ... unless it is CEO Obnoxiousness. Meanwhile, the RDBMS has become more and more of a commodity item and, while Oracle's continued dominance isn't lost they have allowed their lack of focus to deteriorate the edge they once had. This gorilla isn't dead, but I wouldn't go there myself. Likewise, PSFT was an almost classic gorilla in their dominance of client-server HR software, but have similarly failed to leverage that strength to a strong position in other areas. In their pursuit of financial software and CRM, they are only an also ran.

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