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

To: Thomas Mercer-Hursh who wrote (25317)	5/24/2000 6:37:00 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

PeopleSoft: While a gorilla in HR, they have expanded the business far beyond HR without effectively leveraging on their HR gorilla status. Exactly. I assume GE is a Gorilla in at least one market if not many. That doesn't mean I want to invest in GE. --Mike Buckley

To: Thomas Mercer-Hursh who wrote (25317)	5/29/2000 7:25:00 PM
From: Grantcw	Read Replies (2) \| Respond to of 54805

PSFT - Thank you Thomas and all for your replies regarding the Gorilla-ness of PSFT. PSFT is a rather anomalous case. While a gorilla in HR, they have expanded the business far beyond HR without effectively leveraging on their HR gorilla status. This puts them in the position of being something of a niche gorilla ... depending on your views of the size and future of the HR market ... who has executed poorly on capitalizing on their gorilladom to create new tornados. That's kind of how I see it too, Thomas. PSFT, to me, seems to have had a gorilla lock on a niche market, and their stock price seems to have suffered because the niche wasn't big enough to support huge growth that the stock price demanded. To extend that further, I have sold off some gorilla positions when I thought that the market capitalization of the company was becoming a sizable percentage of the overall market the gorilla was projected to dominate. I think that gorillas aren't born equal, some have larger market prospects than others, IMO, and I think it's wise to examine the entire potential market size of a Gorilla before buying it just because it has the Gorilla stamp. I'm not saying that anyone here has been advocating buying a stock solely because it is stamped a Gorilla but am just presenting my thoughts. thanks, cw