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

To: chaz who wrote (15031)	1/13/2000 12:20:00 AM
From: Mike Buckley	Respond to of 54805

Each of us has presented companies that have been shot out from under us by the thread's efficient discussion/filter process, so don't think that if you don't find a "pick" that you've failed. Eliminating those we don't want is an absolutely essential part of the GG. And taking the time to think things through is an equally important part of the Game. It took months and months for a consensus in the thread to percieve any value in Siebel Systems or Gemstar. I think that speaks volumes about the thread's patience and perseverence. Sometimes we take our time getting it right, but we do get it right in the end. --Mike Buckley

To: chaz who wrote (15031)	1/13/2000 10:01:00 AM
From: Mike 2.0	Respond to of 54805

We now have eleven companies considered worth of some pointed (gorilla/royalty) investigation. Chaz would you mind listing the 11 companies ID'd thus far? If this has been done earlier in thread I could not find it. TIA.

To: chaz who wrote (15031)	1/13/2000 11:24:00 PM
From: StockHawk	Read Replies (5) \| Respond to of 54805

"PROJECT LEADER" Suggestion It might be a good idea to set up a format to be followed in presenting candidates. This will make it easier for participants to prepare and for the rest of us to evaluate. A beginning outline is below. This can, of course, be improved upon, but it gives us a place to start. Comments welcomed. I Company Overview: who they are & what they do, how long they have been in business, # of employees, product offerings II. Their market: who are their competitors, who are their customers. (source: Edgar 10K filing) III. Financial Information: last 4 quarters - Sales, gross profit %, net profit %, eps, q over q sales and earnings growth rates IV. Stock Information: shares outstanding, float, % owned by insiders, % owned by institutions, 52 week hi/lo, V. G/K Characteristics: a. is there a discontinuous innovation? proprietary open architecture? b. does it have the potential to grow into a mass market phenomenon, become a standard c. are there high barriers to entry and high switching costs? d. have value chains developed? e. have they crossed the chasm (the chasm is the point where the visionaries (early adopters) begin to lose interest but the pragmatists (the herd) have not yet adopted the product. no gorilla game begins until the market has crossed the chasm. just on the other side of the chasm is the bowling alley - the beginning of the mainstream market. In the bowling alley market niches begin to adopt the new technology.) f. existence of hypergrowth (the Tornado is a period of hypergrowth that coincides with the first surge of mass market adoption of a new technology, the tornado occurs when the pragmatists stop hesitating and rush to adopt the new technology en masse. This hypergrowth is often in excess of 300% per year) Note: their can never be a gorilla without a tornado. some tornados do not sporn gorillas - these are markets without proprietary standards (such as fax machines). These become royalty games. In such a market if one vendor has more than twice the market share of its nearest competitor it becomes the king. Sources of Information: Wall St. Research Net wsrn.com Market guide marketguide.com SEC Filings freeedgar.com Co. profiles, analysts recs justquotes.com StockHawk