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

To: Thomas Mercer-Hursh who wrote (46067)	9/1/2001 6:11:21 PM
From: RobertHChaney	Read Replies (2) \| Respond to of 54805

Great point, confirming why Gorilla Game appeared to me to be such a terrific competitive analysis tool specific to tech industry. Any other flaws in my concept? Do you believe the factor weighting I proposed is correct or should they be weighted differently to play this game. I need to quickly copyright the great name you proposed! Thanks, Robert

To: Thomas Mercer-Hursh who wrote (46067)	9/1/2001 6:23:40 PM
From: substancep	Read Replies (2) \| Respond to of 54805

The Buff Gorilla Game? or The Buffered Gorilla Game.:-) P@chemistsandmalcolmmightappreciatethehumor.com

To: Thomas Mercer-Hursh who wrote (46067)	9/1/2001 6:27:17 PM
From: Seeker of Truth	Read Replies (1) \| Respond to of 54805

The problem is that we sometime have difficulty deciding about the gorilla. I know that the first edition of the Gorilla Game convinced me that SAP was a gorilla and I bought a lot of it in Germany. Afterwards it didn't do well business wise and SAP is emphasized much less in the second edition. I thought CSCO was a gorilla but JNPR took a large bite out of the market share of one of their principal products. What happens to QCOM in 2019 when they are still struggling to make CDMA the dominant cell phone technology but the patents are running out? I don't find identifying a gorilla that simple. It was only simple and hugely triumphant with MSFT. INTC looks like a gorilla. Its size and cash permit it to set the standard that everyone finds it most convenient to align with. But it is cyclic so we have to catch the time to buy. It's too expensive most of the time. The gorilla game is the best game in town provided that we can correctly identify the gorillas, have some ballast of cash and other stocks, and use some evaluation scheme. Correct identification of the gorillas is the task of this thread. I think we need to use Buffett's maxim, not to invest in something that we don't understand. Our threadmates may all think it's a gorilla but if we don't understand why then we should hold the cash.