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

To: Mike Buckley who wrote (11945)	12/5/1999 12:06:00 AM
From: johnzhang	Respond to of 54805

RE: Handheld GG Portfolio Mike, I do have two suggstions you might want to mull around. The first is a minor issue -- the title. Since you are including royalty plays it might be confusing to people to see "Gorilla Game" in the title. I fear you will be responding to an awful lot of posts from newcomers over the coming years. One idea for a title would be the Handheld Gorilla and Royalty Game, though I'm not intending to tread on your creativity. How about "Handheld G&K Game"? It's shorter and works better for slow typist like me. My second idea is more about substance because it will affect the companies your game invests in as well as your assessment of what your game teaches us long into the future. In general, the purer the plays in the game, the more the outcome of the game can be attributed to the exact market segments in which your game is being played. As an example, if some day in the future Sony becomes a leader in handheld computing by virtue of its dynasty in consumer electronics, would you add the company that is in so many other businesses to your game? Some of the companies you are contemplating in your portfolio present that issue to deal with. For now, I'll just include all potential gorillas and kings I could identify into the portfolio. If the handheld business is doing well within a diversified company, I hope the stock price would reflect it, or the parent company would do something like 3Com's spin-off of Palm. Ultimately, when there's no pure investment opportunities for heldhelds, to continue the Game would be meaningless. Thanks for the kind words! John