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

To: GuinnessGuy who wrote (37081)	12/27/2000 12:22:15 PM
From: Uncle Frank	Respond to of 54805

>> 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... That's a valid strategy, but there's a level of risk associated with it that's outside the range that the Gorilla Game advocates. We limit our plays in Royalty sectors to the King, who by definition has at least 2X the market share of their nearest competitor, and even then, we hold them lightly. When you go to the track, do you ever bet on the favorite? Be honest <lol>. uf