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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: mariner who wrote (1694)5/5/1999 8:54:00 PM
From: Mike Buckley  Read Replies (1) of 54805
 
Mariner,

Is the Gorilla theory only applicable to the tech sector? If not, can it be applied across the board to other market areas?

Strictly speaking, a gorilla only emerges in the tech sector. However, one of the real values of the book for me is that it helps us appreciate the quasi-gorilla attributes that do indeed apply to non-techs, even though they apply usually to a lesser degree. As you read the "manual," keep in mind those non-tech companies.

Example: You'll read about the impact of the high cost of switching. Though AOL isn't a gorilla, using the definition in the book, its users that don't want to give up their AOL e-mail address definitely have a switching issue to contend with. Not exactly what the book defines as a high cost of switching, but definitely related.

--Mike Buckley
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