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

To: DownSouth who wrote (37757)	1/10/2001 11:04:09 PM
From: Seldom_Blue	Read Replies (1) \| Respond to of 54805

I was wondering how long it will take you to respond to questions about NTAP's gorilla status. <g> If the owner owns IP that creates barriers to entry to others in the market and prevents them from reaching the price/performance ratio of the IP owner's products, and there is tornadic growth in that market dominated by the IP owner, then the owner is the Gorilla. I guess this is where we differ in our opinion a bit. I think the IP needs to be the barrier to entry, not simply to give them the price/performance advantage. I do not remember specifically what the manual said about this, I apologize. I am actually heavily invested in NTAP. I am very interested to see how many people think it is a gorilla. If no one else has done this, I will compile a survey much in the tradition of Mike's survey of GMST. Anyone has any objections? Seldom Blue