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

To: EnricoPalazzo who wrote (37069)	12/27/2000 3:42:19 AM
From: EnricoPalazzo	Read Replies (2) \| Respond to of 54805

although obviously, market share alone is relatively meaningless (the 10% could be, as DS points out, a disruptive innovation on the way up, or the last gasp of an old architecture).

To: EnricoPalazzo who wrote (37069)	12/27/2000 12:15:27 PM
From: GuinnessGuy	Read Replies (1) \| Respond to of 54805

ardethan, RE:"I think that even a cursory reading of TRFM will tell you that a 90% market share is way, way, way* better than 10% if you're looking for large, safe returns.*" Not to be a smart-ass but I wish that I had bought Dell back when they had 10% share. Or, in the server biz, when Sun had only 10% share. In a royalty game such as SAN switches, I'll take the company with ~10% every time...especially when there is but one company that holds 90% market share and is selling at such a stupendous multiple. There are other reasons(in the particular example of BRCD vs QLGC,MCDT,INRG), but I've already expounded on those in my recent posts here. Craig