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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: voop who wrote (695)3/7/1999 1:20:00 AM
From: Mike Buckley  Read Replies (2) of 54805
 
Voop,

Having read Bahama's response to your post,I'd like to add that BRCM's days may not be numbered, but it's also highly unlikely that they will become a gorilla. Anything's possible, especially if they can get a tornado going in a niche market which places them as a gorilla on top of a hill instead of a mountain, but displacing Intel is unimaginable. Even so, a lot of us like to use the authors' ideas to identify the strengths and weaknesses of players with the understanding that it's not just gorillas and potential gorillas that can make great investments.

I agree with your comment about contract manufacturers, that they operate in a commodity environment and as a result can never be gorillas. Add Chaz's thoughts about them too.

On that note, a good friend suggests that the biggest threat to EMC becoming a gorilla is that storage, even their high-end storage, could become commoditized. Hmmmm.

--Mike Buckley
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