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

To: Mike Buckley who wrote (37951)	1/14/2001 8:29:07 PM
From: Rick	Read Replies (1) \| Respond to of 54805

The changes this week: Project Network Prime Contractors: JDSU--Judith Williams – see 36844, 36852, 36853 and 36855 Sasquatch – A figment of an excitable, overactive but, unfortunately, misinformed imagination. A company misidentified as a Gorilla. – Dale Russell. An unstated assumption of this thread is that a "Shiny Pebble" must both be above a certain minimum size and within sight of the chasm. (At the end of 1999 we promoted stocks from the W & W to the G/K portfolio. JDSU was promoted last. F. Is all this work worth it? "You be the judge. But, it is public knowledge that we discussed the advantages of holding QCOM in the spring of 1999, Gemstar and JDSU that summer, and CREE and NTAP in the fall of 1999. NTAP--Down South – see message 37735 e - Computerworld = computerworld.com h - The Fool = fool.com - Web Resources List Index l. - MSN = moneycentral.msn.com p. - Rueters Moneynet = moneynet.com w - The Stanadard = thestandard.com z.- ZNET = zdii.com Plus, I changed the order of the “G/K strategy sites of interest.” B. "FAQ" - This message. It’s posted once a week, usually on Sunday, (or Monday, Tuesday, Wednesday, or Thursday). It’s also listed on our Web site. GAP = The “Competitive Advantage Gap, or just GAP for short. It represents the potential of a gorilla to generate superior earnings based on making a superior offering. A gorilla has a much bigger GAP than a normal company for [multiple] reasons.” See TRFM page 97. Charles Ferguson & Charles Morris- Authors of "Computer Wars" who were the first to explicitly point out the importance of architectural control to market-place power which was used when defining "Proprietary Open Architecture with High Switching Costs (page 52; RFM). TALC = Technology Adoption Life Cycle. “The framework that describes how high-tech markets develop in characteristic ways that set them apart from other markets” (E.G., Technology Enthusiasts, Visionaries, Pragmatists, Conservatives, and Skeptics). – See pages xviii and 23 of TRFM. (Ö¿Ö)