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

To: Uncle Frank who wrote (35466)	11/27/2000 11:14:14 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Not to be a nit picker <gg>, Be one and be damn proud of it! :) but proprietary architectures abound Yep, but they aren't royalty plays. --Mike Buckley

To: Uncle Frank who wrote (35466)	11/27/2000 11:20:42 PM
From: Joshua Corbin	Read Replies (3) \| Respond to of 54805

The distinguishing feature of a Gorilla Game sector is that one of the participant's proprietary approach became the dominant standard. OK, how do you explain the underperformance of many companies who would have been called the Gorillas and Kings of their day? Examples: Amdahl, Atari, Borland, Cray, Digital, Iomega, Lotus, Polaroid, MITS, Netscape, Novell, RCA, Teledyne, US Robotics, Xerox, Western Digital, WordStar, Zilog. Can it be demonstrated that crossing the chasm -> terrific investor returns without invoking the usual examples (MSFT, INTC, CSCO, etc.)?