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

To: Seeker of Truth who wrote (15996)	1/22/2000 11:42:00 PM
From: mtnlady	Respond to of 54805

You missed my point entirely. I never argued purposely "buying #2". My point was simply that if your basket missed slightly and you have some of #2's stock at the end of the tornado you usually come out ok (the same cannot be said for #3, #4 etc..). I do not advise, nor ever have advised, purposely looking for the #2 in the market place.

To: Seeker of Truth who wrote (15996)	1/23/2000 6:12:00 PM
From: mtnlady	Respond to of 54805

MB your point of "new game appears the gorilla from the last game may enter it and win because he(she) has the advantage of cash from the previous victorious game" .. i.e. that the gorilla (and king?) from the previous tornado has an advantage in the next tornado. I would argue, as I did in my original post, that the gorilla/(king?) DOES have the advantage in that they have the $$, the customers, value chain (only gorillas) etc.. But they have the disadvantage in that they are shackled by their very success in their old technology. For an excellent discreption of this go back to DS's ongoing debate of NTAP vs. EMC and the hurdles EMC will have when they try to enter, and win, the battle of NAS. So it may be a wash.. IF the competition with the new technology is properly funded, well managed, quickly seizes the moment (and market share) of the emerging market AND the old gorilla is slow to enter the new arena - thus giving the 'newbie' time to organize, gain market share and build their strength (e.g. NT vs. Cisco in fiber optics, NTAP vs. EMC in NAS, Siebel vs. Oracle in CRM).