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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Ausdauer who wrote (2485)6/6/1999 9:07:00 AM
From: Mike Buckley  Read Replies (2) of 54805
 
Ausdauer,

Thanks for sharing your "conversation" with Bill with us. It's in that conversation that the two of you alluded to the value chain that I questioned you about.

Also, there will be hell to pay if the industry suddenly decides on a new defacto standard and renders worthless the consumer investments to date.

As you know, it's never the consumers who decide those things. It's the perception of those who sell to the consumers and how they think consumers will respond. :)

Seriously, if it's reasonably possible that the industry might be susceptible to changing the defacto standard, that situation is a symptom of a weak value chain that isn't strong enough to support the standard. Therefore, based on your knowledge you should be able to arrive at one of two conclusions -- that the value chain IS strong enough or that it has too few links or too many weak links in it to render the standard a defacto standard at this point in time.

--Mike Buckley
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