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

To: EnricoPalazzo who wrote (42173)	4/26/2001 7:41:57 AM
From: Judith Williams	Respond to of 54805

Ethan: the media get the GG wrong....again Not just the media. Looks like Moore thinks we've been premature on the Q's DNA. A gorilla fetus, ye gods. It's interesting that Moore points to "market muscle" for the expression of gorilla genes. In contrast to his recent remarks, he ignores the macro situation completely. The Q's cc last night certainly illustrates that this "expression" may be more difficult in some times than others and may have a significant impact on poor baby's gestation period. Snip from interview: Eric Moskowitz's Personal Capital e-mail newsletter (dated April 26, 2001) for Red Herring reports of an interview with Moore regarding current "gorilla fetuses": "This group consists of BEA Systems (Nasdaq: BEAS), Rambus (Nasdaq: RMBS), Qualcomm (Nasdaq: QCOM), and Gemstar (Nasdaq: GMST), mostly pure IP plays where the big question is whether they have enough market muscle so that their DNA gets expressed," says Mr. Moore. What about Palm (Nasdaq: PALM)? Palm, he says, is much like Netscape. "If the cell phone does converge into the PDA to form a new mega-category -- much like Netscape's browser got subsumed into the operating system -- the gorilla answer is no," he notes, and adds that "Research in Motion (Nasdaq: RIMM) will be hard-pressed to become a gorilla because, like with the browser, they don't have any deep technology." Ariba (Nasdaq: ARBA) and Commerce One (Nasdaq: CMRC)? "They're both chimps." So what's the next big new idea? Software isn't novel, per se, but Mr. Moore says next-generation software companies that offer visibility along the supply chain are next. He points to Agile Software (Nasdaq: AGIL) -- a company that was to be acquired by Ariba for $2.6 billion until the deal fell through earlier this month -- as an emerging gorilla fetus, if you will. --Judith Williams

To: EnricoPalazzo who wrote (42173)	4/26/2001 9:01:50 AM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Ethan, I've got a suggestion for you. Send Red Herring a short note. Tell them that before they can "know who the next gorillas, godzillas, and kings will be," they better figure out first who the current ones are. It might make the task a little easier. Of all the rags that would get it so wrong, I'm really disappointed that Red Herring did. And I don't like Moore's reference to a new metaphor, the Gorilla fetus. Putting Gemstar and Qualcomm, for instance, in the same stage of development is really wacko in my mind. --Mike Buckley