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Technology Stocks : Gorilla Game
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To: Brad Rogers who wrote (203)6/9/1998 1:22:00 AM
From: Rob Lyman  Read Replies (1) of 387
 
Be careful, streaming video is an infrastructure technology (one that I believe will be important) that is still very much in the early phase of development. Because its an infrastructure technology, there is great possibility of a gorilla forming here -- it is just too early to tell who that may be.

As Moore points out in his book, it is very painful to own a potential infrastructure gorilla that fails. Better to wait until a tornado market clearly develops (along with associated value chains) -- and then invest in the most likely gorilla candidates.
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