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

To: voop who wrote (6805)	9/23/1999 12:03:00 AM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

voop, I gotta clear somethin' up. :) I was surprised by " The first is that we would think of companies that have no chance of becoming a gorilla. " Can not chimps with proprietary technologies not develop a food chain and enter a tornado, etc and assume gorilla status. Of course they can! I own Siebel because I think it's the strongest chimp in the CRM market. I hope it graduates to gorilla, but for now it's a chimp. The reason I wrote that we need to think of chimps that don't have a chance of becoming a gorilla is because of what I understood the context to be. Someone had quoted the book that the only type of company not as good as a gorilla is a software apps chimp that dominates a niche. The point was that kind of chimp is even better than a king. I was thinking that surely anyone would rather invest in a gorilla or a chimp that has the promise of becoming a gorilla. If the list of those companies had been exhausted, we would then only look at niche-dominating chimps, the next best opportunity. Make sense? Now that you've loaned your book to your friend, I hope s/he appreciates the magnitude of your sacrifice. :) --Mike Buckley