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

To: Mike Buckley who wrote (32126)	9/22/2000 4:49:22 PM
From: sditto	Respond to of 54805

More good analysis from our friend and fellow poster John Del Vecchio who continues to do a great job of applying Gorilla Game concepts to company analysis at the Fool. This time a discussion of ORCL and SEBL at fool.com

To: Mike Buckley who wrote (32126)	9/22/2000 4:56:08 PM
From: Thomas Mercer-Hursh	Read Replies (1) \| Respond to of 54805

By Moore's definitions, it's not possible. Given that one looks at things over a sufficient time span, why not? After all, markets change their characteristics, companies develop IP, IP moves from being proprietary to de facto or de jure standard, companies experience multiple tornados, etc. Not to mention that king and gorilla are just labels we use and we might have a consensus that a company was a king at one point, but further development and the market might realize that we should have recognized it as a gorilla in the making. Rather than get hung up on whether or not a company can morph from one to the other, I think it's more important that we as investors appreciate the gorilla- and king-like characteristics of a company to fully understand the risks. I agree heartily. It isn't even important that we agree on which label applies to which company -- what does matter is that we understand the company's and market's characteristics. At any given point in time pre-silverback we are likely to disagree or interpret differently on one point or another and that might lead us individually to prefer the other label as a working title. Only time will make it clear.