Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Teflon who wrote (1873)	5/11/1999 11:53:00 AM
From: Uncle Frank	Read Replies (1) of 54805

>>I would not state that ATHM has proprietary technology, but they will have a lock on the majority of MSO access in the US and I believe a good chunk overseas at some point. As I see it, you are using the term gorilla to mean big and dominant, not in the sense of the Gorilla Game. The correct word is King in our terminology, which is not a bad thing. I just couldn't understand how an infrastructure company could ever become a Moorelike Gorilla, with the attendent high margins. To do that you need a proprietary lock on your sector, not just high market share. Nothing wrong with Kings; they can make you rich. Frank

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