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


To: Stoctrash who wrote (28276)7/18/2000 2:59:36 PM
From: LindyBill  Read Replies (2) | Respond to of 54805
 
I enjoyed those powerchip posts.

I got on him because they did not fit us. We have always had a problem with people who do not understand the concepts we use bombarding us with shiny pebbles.

I got rude with him because he did not respond to gentle treatment.

What is ANNOYING though is all the QCOM noise here.

It's the nature of the beast here, Fred. Most of our regulars got rich on Q last year, held it, and are waiting for it to come back.

Also, most of our regulars are frequent posters, so there is no way out of it. if you are not interested in Q, look at the messages as a list and just open the ones you are interested in.

On Q, the patent decisions were good news, but not enough to get me back in. If we get good earnings with a major breakthough such as the announcement of a major deal, I will get back in.

I would rather pay 100 for a sure thing, than climb back in at 68 or so and get killed again.



To: Stoctrash who wrote (28276)7/18/2000 3:04:35 PM
From: Apollo  Respond to of 54805
 
FredE:

We focus on Qcom disproportionately, because it is the most widely and heavily held stock in the portfolios of this thread's participants.

Personal Portfolio Survey of G & K Thread: 4/2000
G&K post #23966
Message 13530736

The news about validated patents for all forms of CDMA is important.

We have had other discussions recently......including the definition of Proprietary, the need for software IPR by any gorilla, and a fair amount of discussion a couple weeks back about Sandisk.

Asking us to back off on the Qcom chat is OK, but might carry more ooomph if it came from a regular poster/contributor.

Is there some G&K issue on which you would like to lead the discussion?

Apollo



To: Stoctrash who wrote (28276)7/18/2000 3:06:47 PM
From: Uncle Frank  Respond to of 54805
 
>> With all do respect...I enjoyed those powerchip posts.

FredE, with all due respect, what gave you the idea you get a vote?

>> the stock is broken, the news is a utter maze, so why not put our/your attention to something else while the dust settles???

Because the enterprise isn't broken, and we aren't daunted by the complexity of the news.

>> lets find some other new candidates.

We have a goodly number of candidates identified, Fred. If you take the time to read the thread header, you'll find two portfolios chuck full of them. Then, after you've rtfm, reviewed a few thousand posts so you can grasp the concepts, and gained fluency in Gorillaspeak, we'll be happy to discuss your opinions, and perhaps you'll even get a vote <gg>.

Until then, prosperous investing.

uf



To: Stoctrash who wrote (28276)7/18/2000 3:37:56 PM
From: Tom Chwojko-Frank  Read Replies (2) | Respond to of 54805
 
Ok. How about helping a newbie to get away from QCOM for a while? ;)

I'm trying to apply the Gorilla Game to a very personal situation: my job. I'm trying to see if my new employer (Intranet Solutions, INRS) is in a royalty or gorilla game. I know there's an answer I'd prefer <g>, but I'd rather be shot down horribly and learn something than wear rose colored glasses. I'm also not necessarily looking for definitive answers (though that would be nice), but also how to go about finding the answers. The following is a first draft, and a starting point for further analysis. One final disclaimer: I shamelessly plugged my technology when I thought it relevant <g>.

A. Is there a discontinuous innovation or a proprietary open architecture?

Does this ( outsideinserver.com ) count as a discontinuous innovation? It allows dynamic, on-the-fly, templated, server side conversion of just about any file format into HTML (and I give you one guess what markup language is next). Just about any innovation is discontinuous to some degree, so where do you draw the line (especially in technology)?

B. Does it have the potential to grow into a mass market phenomenon, become a standard?

As a part of a larger, cohesive content management suite, I believe it does, along with this client-side viewing technology: ie.inso.com

C. Are there high barriers to entry and high switching costs?

Dealing with over 200 file formats along with the architecture to be flexible provides for a high barrier to entry for the file viewing/conversion side. Switching from one content management system to another is painful as far as I know.

D. Have value chains developed?

I was hoping someone could help me find more information to answer this one. I don't understand the value chains around content management very well (yet).

E. Have they crossed the chasm?

From the Broadvision analysis ( people.ne.mediaone.net ):
I believe that here the answer would be yes. I certainly would not expect companies like Sears and Wal-Mart to commit their e-commerce initiatives to unproven, risky technology. Furthermore, I think the fact that the company has taken its base product and created specialized versions for specific industries is reflective of a company operating in the bowling alley.
This is part of the Gorilla Game that I have trouble with when dealing with non-consumer directed products. I can much more understand that when my technophobic friends and family are buying their first cell-phones, that the mobile communication industry is well past the chasm. How can I get an insight into business software?

F. Existence of hypergrowth?

Again from the Broadvision analysis:
Revenue growth over the last year was 122%. Quite respectable, but not quite up to tornado standards. Still, it's hard to argue that e-commerce in general is in the midst of a huge tornado.
I work for Intranet Solutions, so I'd rather just point to the SEC filings and let them speak for themselves.

Thanks for any help, criticism, insight, flames, etc.
Tom CF