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

To: EnricoPalazzo who wrote (37070)	12/27/2000 5:53:27 AM
From: hueyone	Read Replies (2) \| Respond to of 54805

LTB&H Story with happy ending: yahoo.cnet.com Huey

To: EnricoPalazzo who wrote (37070)	12/27/2000 9:15:49 AM
From: DownSouth	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). I did not point that out, in this case. But competing against a 90% marketshare, even with disruptive innovation, would require some diligence by the investor before investing in the 10% shareholder. The idea of investing in the company with a 10% marketshare because their "potential" is greater than the company with a 90% share is preposterous. It is akin to buying a stock because it costs less per share than its competitor.