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

To: gdichaz who wrote (47857)	10/13/2001 3:55:47 PM
From: Thomas Mercer-Hursh	Respond to of 54805

Your point that such a pattern is more feasible for a company which is not dependent on building up manufacturing capacity in house is an eye opener for me. Such considerations are absolutely key when evaluating what is "reasonable". A chip company that does its own fab requires huge investment and construction to support growth, thus limiting the reasonable rate of growth. A software company has near zero cost of manufacture and is limited in growth more by how rapidly it can develop and deploy sales and support channels. An IP company has almost no intrinsic limits to growth since the limits are all in the companies it sells to. a glass half full has always seemed better than considering it half empty. I'm inclined to take this one step further and say that a glass that is half full is too full to swirl properly, so I'll take a less full glass and a better wine any time.