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

To: kumar who wrote (31254)	9/8/2000 12:56:45 PM
From: Mike Buckley	Respond to of 54805

kumar (and all), The point we're discussing is only academic, I hope. That's because I certainly hope none of us are looking to invest in a chimp or a prince when there are so many better opportunities out there. Even so, it's important to me that we be able to recognize the difference between a proprietary and a non-proprietary architecture. Witness my investment in EMC. At the time, I thought EMC was in control of a proprietary architeture. Now I realize I don't have the stuff required to make that determination and might very well be wrong. With that in mind, there is only one way I can be absolutely convinced that I understand Moore's thinking on the subject. If you care to, ask him the following question verbatim: Is it possible to have chimps in a gorilla-less market based on proprietary architectures that has already experienced the passing of a tornado? If his answer is, "no," I'll be shocked. And though I'm always open minded, if that's the case I'll probably continue thinking of such markets as being sufficiently different from a royalty game that I'll make that distinction in my own mind even if Geoff doesn't. --Mike Buckley