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

To: Mike Buckley who wrote (31221)	9/8/2000 11:09:57 AM
From: sditto	Read Replies (4) \| Respond to of 54805

<<Even Moore says that only a Gorilla is more powerful than a chimp that dominates a niche market.>> Agree totally with this statement when discussing markets with a primate structure. APPL may be the classic example of a strong chimp in a market dominated by a Gorilla(s). Moore also talks about the relative strength of some companies that are stuck in the bowling alley forever. However, on pp. 62 of TRFM in the section titled A Zoological Exception: Gorilla-less Tornadoes, Moore describes the end result as being royalty rather than primate and further describes the market as an "ambiguous challenge" for GG investors. You know from our earlier dialog I don't interpret TRFM verbatim <vbg> so the questions I'd ask you are: - Can there be a Chimp without a Gorilla? - What are some examples of strong Chimps in a Gorilla-less market? - Is the investment potential of a Chimp in a Gorilla-less market (if such a thing exists) really more attractive than a King? - What criteria do you use to distinguish between primate or royalty structures in Gorilla-less markets?