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

To: Mike Buckley who wrote (14958)	1/12/2000 1:56:00 AM
From: Sam Johnson	Respond to of 54805

To draw upon a comment from the revised manual, there are barriers to entry that are "analagous to Gorilla power but not identical to it." Mike, that's a great quote. It reminds me of the general consensus that was reached a few weeks ago that JDSU, while having qualities that make it look similar to gorilla power, didn't have gorilla power according to the definitions in the book. That quote sums it up nicely. It can look like a gorilla, roar like a gorilla, but that doesn't necessarily make it so. It's gotta have that DNA confirmation. Sam