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

To: Uncle Frank who wrote (5313)	8/24/1999 5:48:00 PM
From: gao seng	Read Replies (2) \| Respond to of 54805

Maybe I should have taken the time to explain why I think HOMS is a gorilla. Let me now do so, and if we are still in disagreement, I will be rewarded with new understanding and heed to your expertise on the matter. "GORILLA A company that controls it market because it has a discontinuous innovation ,one that is not compatible with existing systems. The market is in a hyper growth stage, and they control the architecture. There is a high switching cost to using some other company's product" Perhaps this gives them an sca: Tom Taulli, an analyst at Edgar Online, said HomeStore may be a good long-term investment because of its exclusive operating agreements with the National Association of Realtors. ''They have a lock on (that relationship) so it's hard for anyone else to compete,'' he said. ''Housing is a big part of GNP and being a first mover in the area could be very hot.'' -- REALTOR.com contains listings for over 1.37 million of the approximately 1.47 million homes that we estimate are listed nationally for sale as of June 30, 1999 -- I fail to see how this company does not meet the definition stated above. They seem to have a near monopoloy on real estate listings on the web, which last I heard is in a hyper-growth phase. References: marketwatch.newsalert.com biz.yahoo.com sec filings postscript: I take it you agree with my previous post about VRSN?