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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 (29063)	7/28/2000 11:53:47 AM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

>> we could look at ORCL as a gorilla that stumbled badly, but not fatally mid-tornado. If you've read the thread for a while, you know that I'm not a fan of LE or Oracle, but it is a good example of the incredible resilience of a Gorilla: siliconinvestor.com Doesn't your example validate Merlin's point? uf

To: Thomas Mercer-Hursh who wrote (29063)	7/28/2000 12:03:55 PM
From: areokat	Read Replies (1) \| Respond to of 54805

Can you offer an example? No, but given the rarity of gorillas in the first place, that isn't necessarily surprising. I think I could offer PSFT, though, as an example of a company that created a tornado, became a gorilla in that market, and then failed to capitalize on that position effectively, thus becoming a much weaker company than one would expect of a gorilla I think that PSFT is suffering from management mistakes but as a gorilla is still in play.Two years from now we might know the score but seems to me it's way early to call their game. Tom