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Technology Stocks : Gorilla Game -- Ignore unavailable to you. Want to Upgrade?

To: Dragonfly who wrote (173)5/8/1998 6:49:00 PM
From: Elmer  Read Replies (1) | Respond to of 387
 
Dragonfly, The following post describes the way Rambus or Advanced RISC Machines could become a gorilla.
See www2.techstocks.com . On the second page it says "you're going to see a few dominant suppliers of collections of intellectual property, which will make it possible for companies to come to them and buy a whole portfolio. That's the ultimate endgame."
If it happens, the dominant company will control the architecture of chips, just like MSFT does for operating systems or CSCO for routers.

Regards
David




To: Dragonfly who wrote (173)5/10/1998 1:46:00 AM
From: Stewart M. Swenson  Read Replies (1) | Respond to of 387
 
<< I'm only halfway thru the book, but I don't see many Gorilla candidates>>

I agree, Gorilla candidates are like needles in haystacks. The best way to find one is to be on a tornado watch. In order to spot a gorilla candidate, one needs to anticipate the tornado in its formation.

Contrary to gorilla candidates, existing gorillas are obvious (and worth ones investment dollars) like CSCO and others.


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