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

To: powerchip who wrote (28185)	7/17/2000 9:48:15 PM
From: DownSouth	Read Replies (2) \| Respond to of 54805

You still sound like a sales pitch. Barriers to entry? Open proprietary architecture? Tornado? Chasm? Please RTFM and get back to us. Until then, please don't offer these weak, unsubstantiated pitches. You MAY have described a viable market. You have in no way desribed a Gorilla, a King, a Chimpanzee, a Monkey, or a Prince. IPR? Competition? Disruptive Innovation(s)? Bowling Alley?

To: powerchip who wrote (28185)	7/17/2000 10:03:27 PM
From: Labrador	Respond to of 54805

I believe that there are quite a number of companies that compete with PWER. Maybe they're an emerging king, but no way an up and coming gorilla. Consider competitors, such as Artesyn,Astec and Lucent Technologies, to name just a few. I think that there are over 100 companies in this line of biz, and you'll probably see many of them going public over the next 12 months given that this is a "hot" sector.

To: powerchip who wrote (28185)	7/18/2000 12:35:18 AM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

Powerchip, I looked over Power One's graph, and it's a beauty. They've certainly rewarded their investors well. The neat part is that it shrugged off the Nasdaq correction and recovered well before your favorites: finance.yahoo.com But as Gorilla gamers, we're interested in a very narrow segment of the tech sector, looking for companies that have special characteristics that give them a huge advantage over the rest. In Labrador's response to you, he said, >> Consider competitors, such as Artesyn,Astec and Lucent Technologies, to name just a few. I worked for one of the above a few years ago, and can testify from first hand observation that there is no ipr in the power supply sector that could result in a Gorilla birth. As well, the sector is so fragmented that it is improbable that any participant will achieve large enough market share to become a King. On top of that, I seriously doubt that the power supply sector, which is actually quite mature, is growing at a fast enough rate to be of interest to a Gorilla gamer. That doesn't mean that pwer has been and may continue to be a brilliant investment opportunity. It just means it's not a likely candidate for a Gorilla game. I'm assuming from your comments that you haven't read the Gorilla Game yet, and if I'm correct, I'd enthusiastically encourage you to do so. It's changed the lives of a number of folks on this thread. Good luck, uf jmho, uf