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

To: Thomas Mercer-Hursh who wrote (13797)1/1/2000 8:43:00 PM
From: JRH  Respond to of 54805
 
How about simply because no company, including PSFT, has an overwhelming market position. PSFT might have this in HR

PSFT has this in HR, and that is why it remains (currently) on the W&W list.

but that is only a part of their overall business and they have a lot of competition on other fronts.

Do INTC, MSFT, CSCO, or the Q dominate all aspects of their businesses? I don't believe that dominating all aspects is a requirement to be a gorilla or king. At least, not according the the FM!

Justin



To: Thomas Mercer-Hursh who wrote (13797)1/2/2000 12:34:00 AM
From: DownSouth  Respond to of 54805
 
Thomas, you took the words right out of my mouth. It seems to me that PSFT, SAP, and ORCL have slugged it out in the ERP market and no one is the winner. There is no Gorilla and the game is getting more and more a battle of Princes.

I have no numbers to back this up, just my day to day experience in the marketplace.


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