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

To: Jon Khymn who wrote (31714)	9/16/2000 4:29:51 AM
From: tekboy	Read Replies (4) \| Respond to of 54805

think of the criteria for gorillahood: discontinuous innovation proprietary open architecture barriers to entry for competitors switching costs for customers value chain tornado GMST has basically all of them but the tornado for its EPGs has not been confirmed yet. Since no tornado means no gorilla, some deny it the title on that account alone. Others think that the confirmation will emerge several months after the fact, and that the tornado has probably already begun, so they are willing to accord it the title "on spec," as it were. The best title for it, therefore, is probably "gorilla-in-waiting." Two other things to keep in mind: first, that if you believe (with Merlin) that GMST is an applications gorilla rather than an enabling technology one, then you needn't wait for the tornado to buy in (according to the manual); and second, that much of the big money in EPGs will come from advertising revenues, which are probably godzilla features rather than gorilla ones and so are hard to fit neatly into the picture. Ebooks, meanwhile, haven't crossed the chasm yet but have great potential. Bottom line is that most around here think GMST has a great future ahead of it, with the differences coming less over that than over second-order issues such as just how great that future will be and just when it will really begin. We should know a lot more about both issues over the course of the coming year. tekboy/Ares@i.e.,buycommonnotoptions.duh

To: Jon Khymn who wrote (31714)	9/16/2000 9:28:32 AM
From: Eric L	Read Replies (1) \| Respond to of 54805

WM, May I ask why Frank says Yes, and you say No? Frank thinks the tornado may have begun and we have not verified it. << Then what do you think GMST should be right now? >> Me: Not a Momkey or Orangutang. Not a Baby Gorilla (no gorilla yet). Potential Gorilla with the possibility of entering hypergrowth very shortly. Maybe that is as close to being a Baby Gorilla as you can get. It has all essential gorilla attributes. Just have to verify hypergrowth. TVG merger out of the way, and I have thought for some time that the new digital TV's and set tops that will soon start to ship for this holiday season will trigger the tornado. My confidence reflected by the fact that it is 11% of my portfolio. - Eric -