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

To: Uncle Frank who wrote (10720)	11/19/1999 8:28:00 PM
From: Eric L	Respond to of 54805

<< found an interesting post >> Interesting Poster as well! He posted ... and the thread died! <g> I lurked on that thread a lot when it first started but could never get into posting there. I now realize that it was to a great degree because it was so unfocused and particularly not focused on emerged or emerging simians (as the interesting poster so stated). - Eric -

To: Uncle Frank who wrote (10720)	11/19/1999 8:45:00 PM
From: Triffin	Read Replies (1) \| Respond to of 54805

Uncle Frank & Thread While reviewing the old/original 'Gorilla Game' thread on SI, I ran across the following post and would be interested in any comments as to the validity of the observation expressed in the post .. I realize that you get many 'nominations' and few actual candidates .. To: t36 who wrote (76) From: Mark Brophy Saturday,<b. Apr 11 1998 12:40AM ET Respond to Post # 81 of 385 The book is obsolete. The premise of gorilla formation is a proprietary advantage with high switching costs. Customers have become accustomed to the scam and no longer fall for it. A good example of this is the recent TCI set-top box contract that was split between Sun and Microsoft. Since customers have become smarter, Moore found it very difficult to identify any new gorillas other than I2 and Manugistics. If one assumes the poster is partially correct have you had to adapt the "rules" going forward ?? Jim in CT ..