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

To: El Guapo who wrote (30759)	8/30/2000 3:18:00 PM
From: Apollo	Respond to of 54805

El Guapo... The strategy isn't to single out the one horse which is going to win the race. The idea is to find entire racetracks where all of the horses are a new breed, and bet on the best 2 or 3 out of the field. Here on G&K, Moore calls that buying a basket of Gorilla candidates in the midst of a tornado. Hopefully, you've read TFM, or at least Fred Manzo's FAQ, which is posted here weekly. What it all boils down to, is 2 things: 1. Continuing to dissect apart new G & K candidates, based on Gorilla Game metrics, and other perspectives supplied by our enlarging constellation of active and lurking thread participants, who bring professional experience and intellectual reasoning to the table. 2. Identifying present, and soon-to-be, tornadoes. Appreciate your contributions, your insight, and your vision. Don't be a stranger. Apollo

To: El Guapo who wrote (30759)	8/30/2000 3:18:16 PM
From: Thomas Mercer-Hursh	Read Replies (2) \| Respond to of 54805

And within those sectors, it's fairly clear who the leaders are and who the almost-leaders are. Despite the illumination provided by this forum, I don't think it is quite that simple or clear. Today's empirical leader can easily be tomorrow's also ran unless that leader has a gorilla-like hold on its market. And look at companies like QCOM (who parenthetically seem to be one of those headed to the 99% HR you speak of). We here believe that we understand QCOM to be in a controlling position based on their control of key IP that will be absolutely required in the mid-term expansion of wireless, but look at all the people who seem to believe that QCOM is just another contender and not necessarily an especially important one at that.

To: El Guapo who wrote (30759)	8/31/2000 12:26:22 AM
From: BDR	Respond to of 54805

Since GGaming is all about standards, who sets them and who controls them, I thought this would be of interest. lightreading.com AUGUST 30, 2000 Sycamore in Standards Setback DENVER -- Efforts by Sycamore Networks Inc. (Nasdaq: SCMR) to gather industry support for its way of automating tomorrow’s telecom networks has suffered a significant setback. Its way of doing things was rejected by other vendors at an August 17th meeting of the Optical Internetworking Forum (OIF). And that’s dented Sycamore’s prospects of being first to market with standards-based software that enables edge equipment like routers to set up and tear down connections on demand over optical backbones. It might also mark the beginning of the end for the Optical Domain Service Interconnect coalition (ODSI), a Sycamore-led group of vendors that was set up earlier this year to try and speed up the development of standards in this area (see Third Front Opens on Standards War ). It was ODSI’s proposals that got rejected at the recent OIF meeting, and that setback has led to some members questioning whether it’s worth carrying on.