Hi, Jill. Glad you found your way over. This thread is based on Geoffrey Moore's "Gorilla Game, an investor's guide to picking winners in high technology". If you check my profile, there is a link provided where you can get the technical definitions of Gorilla, King, Prince, Ape, Chimp, etc. There is also a link to the G&K Index, where we track candidates for our G&K Portfolios.
As far as SAP is concerned, I'm not sure they are a Gorilla. You'll find we spend about 25% of our time arguing how to classify our selections (how many angels can stand on a pin stuff). The object is to identify Gorillas and Kings so we can add them to our portfolios. The only known large sector Gorillas identified to date are msft, csco, and dell.
Welcome, Jill. You won't find any flame wars here, thank goodness <g>.
Frank |
