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

To: gdichaz who wrote (48702)	11/8/2001 12:27:01 PM
From: Bruce Brown	Read Replies (2) \| Respond to of 54805

Once again though, which companies are the "existing gorillas"? Knowing that is crucial to action, no? Since I have been a member of that listserv digest for quite some time, I can vouch for the discussion that puts Microsoft, Intel, Cisco and Oracle in that light. Geoff also went with the gorilla term for Siebel and i2 at least two years ago. Outside of that, from the original test portfolio, Checkpoint is the remaining holding in the security software sector and remains the best performing member of that "experiment" to date: siliconinvestor.com I don't recall Geoff every mentioning any other confirmed "existing" gorillas. In the godzilla framework, eBay and AOL are often mentioned. BB

To: gdichaz who wrote (48702)	11/8/2001 12:54:40 PM
From: Thomas Mercer-Hursh	Read Replies (1) \| Respond to of 54805

which companies are the "existing gorillas"? Knowing that is crucial to action, no? Well, yes and no. :) It would seem to be so if one regarded the Gorilla Game as some kind of magical formula for success in investing (hard to imagine anyone would think that after the last year) and one believed a given company either was or was not a gorilla in a pure sense. But, clearly gorillaness is a property which a company may have more or less of, which can apply to parts of a company's business and not others, and which is not always clear except in retrospect. That being the case, I would say that it was the understanding of the company derived from investigating it in the light of Gorilla Game criteria which was crucial to action, not some list of known and vetted companies.