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

To: mtnlady who wrote (15562)	1/18/2000 11:20:00 PM
From: Sam Johnson	Read Replies (2) \| Respond to of 54805

DS's remark concerning the difficulty the 'getting the information that let's us easily put a company in the right genus' is a tough one. You bet - that's why we hang out here. <g> Agreed its tough, especially for those of us who are just initially trying to understand the technologies, IP, patents, etc., involved. A good example of that is the NAS sector right now. Is it a royalty play or a gorilla game? It may not be apparent for awhile. The unknown factor is if companies like JDSU/VRTS can control the market enough to introduce "proprietary" ingredients to further accentuate the "switching costs". And would we have enough information available to us to identify when/if this occurs. There was some discussion a couple of months back about whether a King could, at some point, transmute into a Gorilla. My vote on that is no. My guess is that if JDSU, or any other company, is later identified as a Gorilla, then it probably means that they originally were mis-labeled as a King to begin with. It may be that a co. like JDSU can show or develop some attributes that are so similar to Gorilla attributes that the line seems blurry. In that case, I still wouldn't classify them as simian. I'd just classify them as a great investment. :) Sam