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

To: voop who wrote (6791)	9/22/1999 12:57:00 AM
From: JRH	Read Replies (1) \| Respond to of 54805

How about Phone.com? Phone.com is on my Watch and Wait list, as it was talked about a few weeks back in fairly decent detail. I recommend you take a look at the old posts! :) Sir Chartmeister Justin siliconinvestor.com

To: voop who wrote (6791)	9/22/1999 2:27:00 AM
From: Mike Buckley	Read Replies (2) \| Respond to of 54805

voop, Okay thread,let's start namimg some application software chimps with a niche that is dominant. GMST, CTRX? There are two issues about each of those companies. The first is that we would think of companies that have no chance of becoming a gorilla. If Citrix's product makes it into a tornado, it becomes the gorilla by virtue of the fact that it is the far and away leader in its category. When Gemstar's product enters the tornado (notice that I refuse to say "if" :), that company certainly has a chance of becoming the gorilla. The second issue is that Citrix's product is a clear-cut enabling software, not an applications software. Gemstar's product isn't so clear-cut. I think it's a unique hybrid of enabling and applications software. Regardless, the first issue above makes this second issue a moot point. I wonder if Remedy fits the bill. According to the revised manual, its primary market of internal help desks has been subsumed by a larger category. And I think Remedy still dominates the market though it's difficult (impossible?) to find current data about that. If it does indeed meet the criteria, that would be a reason for me NOT to eliminate it from my front office software game. Dendrite is a very well run front office software chimp that dominates the pharmaceutical market if not also the consumer packaged goods market. Its model is very different from all the other software companies in that almost all of its revenue is derived from services and very little of it is derived from licensing. But that's by intent. --Mike Buckley

To: voop who wrote (6791)	9/22/1999 2:39:00 AM
From: pala	Read Replies (3) \| Respond to of 54805

Hello Thread, I'm a newby about a year Gorilla Gaming Just found you guys as the result of a post on the email list, and boy am I glad I did. I've been drifting away from RTFM and having greedy INTERNUT thoughts. Why a guy with 100% gains in one year (inspite of SAP, MANU, and PSFT)would consider such a thing is a mystery to me. Having found you guys I'm back on track and happily joining SI and your thread, glad your here to save me from myself, DOUG

To: voop who wrote (6791)	9/22/1999 2:40:00 AM
From: Mike Buckley	Read Replies (3) \| Respond to of 54805

"After gorillas, the next most desirable holds are application software chimps if they have secured at least one dominant position in a niche market." StockHawk or who found that, If it's not too much trouble, could you post the page number so I can review that in context. The more I think about that out of context, the more I wonder about it. The authors might be prone to thinking that because kings are known to hit the brick wall. (I'm referring to the graphic of the competitive advantage period.) But I have to wonder if the stock of kings doesn't appreciate faster than niche-dominating chimps. If I'm right that the stock of kings does appreciate more, it probably comes down to how long the king's stock appreciates before hitting the wall, which is the ultimate risk of any king. If that's the essence of their point, the story of the turtle and the hare might be analagous to niche-dominating chimps and kings, respectively. --Mike Buckley