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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: gdichaz who wrote (1055)	4/5/1999 8:55:00 AM
From: Mike Buckley	Read Replies (1) of 54805

Chaz (too), I would argue that the Q is the example for an "iron clad" understanding and that Wintel's "iron clad" is rusting. Just last night I familiarized myself with the chapter showing the graphs of the competitive advantage period (CAP). Unless a gorilla enters (or in the case of Microsoft, creates) markets that create new tornados, eventually the CAP ends. It ends so abruptly that the authors depicted a brick wall. It is not wise for investors to ignore the looming brick wall, because all CAPs ultimately end at it. Microsoft is a gorilla in many markets. It has many CAPs It would be interesting to see your view of what creates the rapid ending of one or more of their CAPs. --Mike Buckley

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