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

To: 100cfm who wrote (12206)	12/6/1999 8:19:00 PM
From: Mike Buckley	Respond to of 54805

100, , 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. My take on it is that if one company changes a non-proprietary product to be proprietary, the company in reality has developed a sufficiently different product. In that case I would say such a company was at one time playing a royalty game with a particular product and is now playing a gorilla game with a different product. Just my opinion. -Mike Buckley

To: 100cfm who wrote (12206)	12/7/1999 8:25:00 AM
From: LindyBill	Read Replies (1) \| Respond to of 54805

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. IMO, that is what Intel did with the 1086 chip for the PC. BUT INTEL IS STILL A KING! A Company becomes a King in Tech by having a product or services that: It has a head start on, Is difficult to duplicate, And, it markets it well. The emerging King will go through all the phases of a Gorilla: Chasm, Bowling alley, Tornado; only much faster, because it will have an easier time getting acceptance from it's customers. This means that we will be interested in the stock earlier than we would for a Gorilla. But, it will always have the "Achilles Heel" that it can suffer price erosion from competitors. That means, we won't sleep quite as well at night with it, and may jump out earlier than we would with a Gorilla. Both the slowdowns in Intel and Dell's stock happened quickly and caught most investors by surprise. But, with our knowledge of Kings, it should not happen to us!