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

To: kumar who wrote (37430)	1/3/2001 12:47:44 AM
From: kumar	Read Replies (1) \| Respond to of 54805

more food for thought from G Moore on the gglistserv: "12/28/00 Gang, A recent post asked about how to acquire segment share info. As Martin mentioned in his reply, this is the single most challenging info gathering in Gorilla Game investing. Therefore your first goal is to make sure you need to do it at all. I would argue it is most important in application gorilla games as opposed to platform or enabling technology games, where the game says wait for the tornado to form. It certainly was key information in valuing Agile Software (an MDV investment in which I am long), because they dominated their head bowling pin (electronics contract manufacturers) and that has set them up in the heart of the supply chain optimization category should and when it ever tornado. I knew the data from word-of-mouth in the industry. Same way I got the notion that BEA has a 70% share in the e-commerce transaction server market (in the same stack as Sun, Cisco, and Oracle--long here as well). The problem is, I do not know how reliable these datapoints are. So back to leg work. If you get the 10Qs from the companies engaged in the category that creates a gross number starting point, assuming either they have broken out their numbers by category, or you can figure out a reasonable way to. This is what Wall Street analysts do for a living, so if you can find a great category write-up, go for it. My experience is that much of the best writing is done by analysts are the second and third tier banks who are trying to make a name for themselves. Geoff ..."

To: kumar who wrote (37430)	1/3/2001 8:45:49 AM
From: Eric L	Read Replies (1) \| Respond to of 54805

kumar, << more food for thought from G Moore on the gglistserv >> Posts you clipped from more food for thought from G Moore are intersesting, not just for the companiies he discusses but the supplements to process of analyzing candidates. I have been thinking of Sun along same lines he is, and recently added BEA Systems to my watch list. Thamks, - Eric -

To: kumar who wrote (37430)	1/3/2001 12:28:38 PM
From: DownSouth	Read Replies (2) \| Respond to of 54805

Also interestingly, in this context Sun may be more of a gorilla and less of a king. There computing architecture lends itself to high scalability across tens and even hundreds of processors -- apparently uniquely so. In e-commerce, to get the transaction rates for the high end, the current tactic is to load the entire Oracle database into virtual memory, and this forces the high-scalability requirement. So Sun may be a gorilla on the Net. Thoughts? I think that is one of the weakest cases for Gorilla-ness that I have ever seen. First of all, MSFT's new Windows Data Center is capable of scaling to accomodate the throughput rates of an online database. Second of all, if one of us made such an unsubstantiated case, we would be pummeled by such words as "prosperous investing", "RTFM", "dd", etc. Third of all, there are other ways to solve database throughput issues beside "loading the entire database into virtual memory". Would love to hear from you DBA's on this one.