CheckFree Holdings Corp. (CKFR), the next Dell, Intel? Message Board

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Technology Stocks : CheckFree Holdings Corp. (CKFR), the next Dell, Intel?

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To: Harry Franks who wrote (2066)	1/29/1999 6:10:00 AM
From: TLindt	Read Replies (1) of 20297

More from your Article.... The gorilla game involves learning how to spot industries that might give rise to gorillas and to learn when to invest in these industries so as to minimize the risks but still capture a significant share of the gains. For the investor, three periods are crucial: the chasm, the bowling alley, and the tornado. The chasm represents the market after the early adopters have jumped on board but the more pragmatic buyers (the "herd") remain reluctant to commit to the new innovation and older industry players try to belittle the upstart's offerings. The bowling alley is the first step after crossing the chasm, the point when a new product penetrates whole niches of a larger market. The tornado represents the market stage when a product moves beyond these niches, proliferating in the mainstream mass market. A gorilla game investor gets interested when the market enters hypergrowth, such as significant sequential quarterly growth combined with 100% or more year-over-year growth. The authors recommended buying application software companies during the bowling alley phase while waiting until the tornado for companies selling enabling technology, such as an operating system. But they say an investor should buy an entire basket of stocks (usually two to four) representing all the companies with a good shot at becoming the gorilla. The goal then is to look for signs of the emerging gorilla, usually selling off the also-rans (called chimps) as they drop out of the competition. An investor should consolidate the money from those stocks into the remaining candidates until only the gorilla remains. The gorilla should then be held for the long term, until an entirely new product category seriously threatens to end its rule. Only problem with playing the Gorllia game in EBPP? There's only one Monkey you can buy as a pure-play. The rest are diluted, very small, or very small and private....ie They're already chimps. My Money is on the Monkey, being the G.O.R.I.L.L.A....but I own a few Chimps Too. And if you follow the theory in the game...the phases? CheckFree is taking EBPP to Bowling Alley Phase.....with this Portal Stuff. I can't wait for Tornado....

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