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

To: FLSTF97 who wrote (14716)	1/9/2000 4:39:00 PM
From: KY	Read Replies (1) \| Respond to of 54805

Fatboy, Would have to agree with you here. This type of discussion around CREE, where we run the various GG "filters" through the business, is extremelly valuable. I feel I learn more about the Gorilla Game in this way...even if it does mean that we end up shooting the candidate down. If this thread is not a good fit, let's find a place where pre-tornado candidates can be scrutinized. Question: What would have been said on this thread about QCOM 2 years ago? I bet you it would have been interesting :) KY (longtime lurker who finally has some time on his hands)

To: FLSTF97 who wrote (14716)	1/9/2000 4:56:00 PM
From: Uncle Frank	Respond to of 54805

>> When is a candidate fit for this board? Only after it has a $10bil market cap? Any candidate a Gorilla gamer wants to introduce is fit for discussion on this board, Fatboy. The $10B screen is for consideration for the GKI, not for posts on topics of interest to the gang. For instance, I'm very interested Extreme Networks* (extr), a powerful young Chimp currently dominating the Networking Sector's Layer 3 switching space based on a discontinuous innovation? uf * seriously

To: FLSTF97 who wrote (14716)	1/9/2000 5:06:00 PM
From: John Stichnoth	Read Replies (2) \| Respond to of 54805

Fatboy, Your point is a good one: There is a delay between a company reaching gorilla status and it being recognized as such. In fact, in retrospect, all the elements were in place for QCOM prior to the ericy capitulation. We (the market) could have recognized it as such, but did not. It can be reasonably argued that the ericy deal was a catalyst for recognition of the gorilla, not of its gorilla status per se. That being said, I'm not going to enter the CREE debate (which I've found very interesting, all participants!) except to ask a question and make one other comment. The question: Can someone define the size of CREE's market opportunity, especially in light of the assertion that CREE has absented itself from the narrow margin applications? (It surely isn't "every flashlight", if they're not in that portion of the market). And observation: SiC would seem to be discontinuous. But, Christensen (Innovator's Dilemma) asserts that it is almost universal that discontinuous innovations occur from below, eventually displacing the prior technology(ies). An investigation of SiC's place on the techology-development curve would be extremely pertinent to this discussion.