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


To: gdichaz who wrote (25296)5/24/2000 3:48:00 PM
From: Thomas Mercer-Hursh  Respond to of 54805
 
Perhaps alone here, I consider the technology paramount, the company secondary.

Not alone, certainly. It is intrinsic to GG that there be a technology that provides a discontinuous innovation and that a tornado develop for that innovation ... without that, no gorilla!

But the right company also has to exist to exploit that technology properly.