Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Mike Buckley who wrote (12204)	12/6/1999 7:09:00 PM
From: DownSouth	Respond to of 54805

OTOH, we must constantly examine Kings (JDSU, for example) to see if we are missing something that may cause us to change our classification of it to a Gorilla. That is NOT to say that the King morphed into a Gorilla. It IS to say that we misconstrued its chromosomes and were incorrect in our initial classification of the beast. We must also constantly re-examine young Gorillas and their competitors, lest we miss the fact that we mis-classified the beast as a Gorilla, when it was actually royalty.

To: Mike Buckley who wrote (12204)	12/6/1999 8:10:00 PM
From: 100cfm	Read Replies (2) \| Respond to of 54805

<<But it is not possible to move from King to Gorilla in the same market if we adhere to the definitions. If we don't adhere to the definitions, what's the point of having them?>> Mike, i agree with what you say, but is a companies fate cast in stone. once a king always a king??? cannot a company cultivate and evolve it's product to a point where it is a proprietary standard and thus garnish gorilla power for itself. case in point, if jdsu can by the virtue of the merger create a passiv/active module that is a proprietary product which their competitors could not match. does this not give jdsu gorilla status, given they meet all the other criteria. 100