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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: gdichaz who wrote (1052)4/5/1999 2:28:00 AM
From: Mike Buckley  Read Replies (1) of 54805
 
what is gained by arguing about the gorilla-ness or non gorilla-ness of Intel or Microsoft?

Chaz,

I don't want to speak for Frank, but I'd like to handle that one and look forward to Frank's or anyone's response.

My answer to your question is that if we don't have iron-clad examples of a gorilla, we don't have an iron-clad understanding of what a gorilla is. Without that, we don't have an iron-clad understanding of what to look for in potential gorillas.

Just my opinion.

--Mike Buckley
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