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

To: Sam Johnson who wrote (12117)	12/5/1999 7:46:00 PM
From: Mike Buckley	Respond to of 54805

Sam, I'm getting to like you more and more this weekend. :) So it sounds like what you're saying is this: a gorilla's power is enhanced by the power of the value chain. A King's power may be temporarily enhanced by the power of the chain, but it's also always threatened by it, since it can exert no leverage to keep the chain from looking elsewhere. In other words, the gorilla owns the football, and the king doesn't. He's a welcome player until someone comes along who can run faster. Exactly. The next time I need someone to succinctly and clearly get my point across, I hope you're available. If it's not debatable whether a given company is a King in a tornado market, but it is highly debatable whether they are actually a gorilla, then it's probably a fantastic investment opportunity. :) You certainly opened my eyes about that. Sounds like a plan. And talking about it and diving back in the manual sure has given me a better grasp of the concepts. Always does. Always will. When people wonder why a carpetologist spends so much time trying to sort out discontinuous vs. continuous and all the other nuances of the high-tech marketplace, that's the reason. --Mike Buckley

To: Sam Johnson who wrote (12117)	12/5/1999 8:39:00 PM
From: Uncle Frank	Read Replies (2) \| Respond to of 54805

Sam, that is simply terrific. You've managed to help me de-fuzz my logic <g>. Thanks for clarifying an oft debated point. So it sounds like what you're saying is this: a gorilla's power is enhanced by the power of the value chain. A King's power may be temporarily enhanced by the power of the chain, but it's also always threatened by it, since it can exert no leverage to keep the chain from looking elsewhere. In other words, the gorilla owns the football, and the king doesn't. He's a welcome player until someone comes along who can run faster.