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

To: tekboy who wrote (25918)	6/6/2000 4:11:00 PM
From: Bruce Brown	Read Replies (1) \| Respond to of 54805

I think it would be a good idea for someone on the GG listserve to press Moore directly on a couple of points related to the new book. The first is the godzilla/gorilla question: has he really dropped the separate category that he proposed in the last book? what does he mean by saying that Amazon is a gorilla? We have to keep in mind what the previous terminology for the Godzillas was before that term was coined on the listserv. Geoff was calling a company like AOL or Amazon a gorilla-king for lack of a better term. There seems to be a 'well accepted' two tier version of the word 'gorilla'. The most oft heard is the 800 pound gorilla version that is applied to anything that dominates - no matter what industry. Then we have our more focused definition. I just cracked the book that arrived this afternoon and have to keep in mind not only the target market for Fault Line, but also Geoff's use of the word gorilla and the word king in Chasm, Tornado and both versions of the manual. Crack open the June issue of Red Herring to page 596 to see The Red Herring Portfolio. Title of this month's portfolio review is none other than "We're betting on a new gorilla, JDS Uniphase." The portfolio is worth around 6 million from an initial investment of 1 million in July of 1996. (Hey - may we all have a similar return over the next 4 years!!!) It consists of: America Online AT&T Cisco CMGI EMC Intel JDS Uniphase Lucent Microsoft Oracle It seems like we have to continue to live with a two-tier definition of the word gorilla and how it is applied - including from Geoff. Yet, this shouldn't hinder the criteria we are looking for when it comes to finding a candidate that meets the criteria for the particular tier type of the word which we focus on for our definition of 'gorilla'. BB