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

To: John Stichnoth who wrote (21965)	4/1/2000 1:21:00 AM
From: tinkershaw	Read Replies (3) \| Respond to of 54805

I shall attempt to try a more conservative approach in the future. Although in the context of the GG game I don't intend to put blinders on. If one swerves too wide on a call getting critical input may be the most valuable lesson of all. A good faith effort, right or wrong either brings to light a before unthought of investment or if not, a better understanding of what the GG framework is all about. If I did gain one thing out of the discussion is an appreciation of how much better an investment GMST is compared to much more earlier stage companies in less evolved markets. As I drafted the ABGX post all the elements seemed to come together (and to a good extent they still do in my mind). I've had the same experience with legal briefs only to have the judge tear it apart. But after comparing the game that ABGX is in compared to Q and GMST it is very apparent how good of thing we have with Q and GMST. But as one who will diversify a portion of his portfolio into more speculative game from time to time, I may continue to use the tools we have for some more venturous pursuits. John points out: Our next great Gorilla will be found in a completely different area--in the same way Qualcomm was found in the wireless sector despite that sector's complete absence from TFM. John also mentions the innovators dilemna. Possibly the wireless data Gorilla will not be Q but Wi-lan. Our Innovators Dilemna. Wi-lan does "appear" to have the better technology from the specs. But they also lack the infrastructure and resources of Q (although Wi-lan has been making many mighty friends of late). Q largely lacked these resources itself a few years back. I expect Q to win the data battle, at least in the next generation. But we should not become so entrenched in our beliefs that we don't see the signs if say for example Wi-Lan begins to emerge to Q as Q emerged to the TDMA infrastructure. Similar sentiment has been expressed towards Cisco with optical networking. Just some things to keep in mind as we continue the Hunt over the next decade. Tinker