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

To: Mike Buckley who wrote (28956)	7/26/2000 8:03:09 PM
From: Thomas Mercer-Hursh	Read Replies (1) \| Respond to of 54805

Where I disagree with you is the part I infer that it doesn't matter which side of the fence a company sits on. Not my intention at all. The questions we have been asking to identify "is this a gorilla" or "is this a king" are exactly the right questions to ask. The answers will tell us as well as we can know what it is we can expect from the company in the future. My point is that we have to be prepared to accept "sort of" and "maybe" for answers. I certainly think we have recently discussed examples where identifying the precise technological "lock" is a little slippery, compared for example to QCOM where the lock is a clear list of patents. But, even without that clear lock we see companies that are so powerfully entrenched in their positions that the effect is very much like a lock. There are all kinds of shading we see and I just think we need to accept that the shading is a part of the information we need to know, rather than thinking that we can come down on the gorilla or king side of the fence and then forget the details.