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

To: k_maxwell who wrote (32550)	9/28/2000 5:26:01 PM
From: Mike Buckley	Respond to of 54805

kirk, Can Christiensen's disruptive technolgies theories be adequately reconciled with Moore LTBH gorilla gaming? In my opinion, Christiansen's ideas are so much at the core of Gorilla Gaming that no reconcilliation is needed. --Mike Buckley

To: k_maxwell who wrote (32550)	9/28/2000 5:40:30 PM
From: kumar	Respond to of 54805

<<Shiny pebbles. Gorilla game blasphemy, I know.>> Not necessarily, provided a few caveats are understood, IMO. BB suggested a few weeks/months ago, the concept of investing in companies in different stages of "Tech Adoption Life Cycle" (TALC). I think of this as the aging concept : older mature gorillas would likely give a lower rate of return than companies earlier in the TALC - but then ya balance risk/reward as per your own needs... Long as one does appropriate DD, and is able to pick appropriate companies at different (post chasm) stages of the TALC, with the possibility of some of them being royalty/primate, one might do well. Eventually, some of this "basket" may drop off in favor of other stronger players, but that is consistant with GG framework IMO. With such an approach, the chances of a "shiny pebble" being shiny rather than a pebble, are probably higher. JMHO. cheers, kumar