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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Mike Buckley who wrote (3449)	7/5/1999 10:37:00 AM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

>> Unlike Stan who is polite enough not to intrude on my Uncle Frank's territory, I'm happy to. Careful, youngster; this old Silverback can still get crusty on occasion. Lucky for you I'm feeling too mellow to rumble; the success of our G&K strategy has turned me into a pacifist <g>. >> Seriously, in your opinion what stage of adoption is the product in relative to the chasm, bowling alley, tornado, etc? Mike, you are the acknowledged Master of Gorillaspeak, but isn't this carrying it too far? It's tough enough that we ask threadmates to use the terms Gorilla/King/Prince in accordance with GG definitions, but asking guest presenters to do the chasm/bowling alley/tornado stuff may doom us to a xenophobic existance. Frank btw, loved your link to the Excite charts, and took it for my own <g>.

To: Mike Buckley who wrote (3449)	7/5/1999 12:54:00 PM
From: megazoo	Respond to of 54805

MB, Stan While the naysayers were talking about VISX having all kinds of problems such as lawsuit, FTC litigation, VISX started its rise from 60 last Nov to 130, split, went to 140, split and is back up to 85. The patent lawsuit has been cleared, the FTC litigation has been nullified. It was three months ago when VISX pre-announced its superb earnings, and in my mind, an inflection point was accomplished by this stock (and the company). All the optical stocks are rising (like all stocks in the same sector do). But you gotta separate wheat from the chaff. VISX's competitors, Summit, at one point, was bigger than VISX. But with gorrilla-like managers, VISX not only took the lead, but established a 75% marketshare. In terms of technology, to my knowledge, it is the only one approved to treat far-sightedness. Now, here is what rekindles the fire in the shorts from time to time - for every procedure VISX collects $250 from doctors. Shorts say this kind of royalty won't last. We longs think that, at least for the next two years, there is nothing stopping VISX from collecting $250. But more curiously, with all the other machines like Nidek, Summit, Autonomous, opthalmogists still prefer to operate with VISX (and pay $250) than with other machines. Show me a better example of winning mindshare. This twister is in its more mature phase right now. If you are interested, check out Yahoo's VISX. 90% of the messages are crap. 10% are really well thought out. Like this one: messages.yahoo.com