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

To: Peter Sherman who wrote (9327)	10/31/1999 9:35:00 PM
From: voop	Read Replies (1) \| Respond to of 54805

Well, I only gave AFFX a cursory look but apparently they are involved in genetic research and have a little bit of a patent fight going on. This type of stock is probably the antithesis of what the gorilla game tries to do: find companies with discontinuous innovation that uproots existing technologies, creates a value chain around it and has high barriers to switching from an open, proprietary architecture. It develops a gorilla status when the value chain that feeds off it starts to tornado which can occur only it a product which can be accepted by the market and then used by the market. Biotech companies like AFFX are still a gleam in the eye development stage company. What products do they have, who has adopted them, what is different about it so we need to use their process, and where are they in a product adoption lifecycle? Maybe of interest on the genome thread but no simian genes detected as lf yet. voop