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

To: Apollo who wrote (12489)	12/9/1999 4:05:00 PM
From: John Stichnoth	Respond to of 54805

re Exds But, Lu vs Csco isn't the same game. In that case, the big guy is essentially a King trying to beat back a Gorilla upstart. With IBM you have a gorilla (in some games) and the King of direct sales (source: Chasm) and consulting/services. Because EXDS is "only" a nascent King, their position isn't as strong. So, your conclusion is probably just right: Focus real tightly on EXDS on earnings days. And then, I wonder, how much of the decision to hold at this point is momentum-driven. Hmm. . . Best, JS