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

To: sditto who wrote (31207)	9/8/2000 9:04:11 AM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

sditto, my operating belief is the default state of all games is royalty and if the tornado does not result in a Gorilla then we are left with a royalty game. As a point of reference, I'll try to remember that. But we'll have to agree to disagree. This may be too fine a distinction to worry about since we are talking about relatively small differences in power between chimps, princes, monkeys, and serfs in a Gorillaless market. I again disagree, especially in the case of chimps. Chimps can be tremendous investments (compared with the investments I used to make :) because they ride the success of their marketplace, whether with or without a gorilla. Even Moore says that only a Gorilla is more powerful than a chimp that dominates a niche market. The technology industry is a complex adaptive system with many building blocks which provide countless opportunities for new architectures to emerge and be controlled by management teams adept at playing the Gorilla Game. Amen to that! --Mike Buckley