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

To: Mark[ox5] who wrote (283)	2/21/1999 9:28:00 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Mark, I'm not speaking for Frank, but you put in a lot of time to write the post. Once you have a chance to read the book I'm confident you'll find your thoughts very much on target at times and missing the mark a bit at times. Good reading! --Mike Buckley

To: Mark[ox5] who wrote (283)	2/21/1999 9:42:00 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

>>Hope this helps ;) and doesnt confuse.... I'm usually confused, Mark, so don't feel responsible <g>. You are right; by recent admission standards, Broadcom and Network Appliance don't belong in the G&K Index. They slipped in before the metrics were established, due to extensive discussions on them by the first few members of the thread. As soon as someone steps up and creates an Emerging Internet portfolio, I'll put them in the proper category. Until then, I consider them grandfathered. The G&K Index is indeed a mixture of Gorillas, Kings, and lesser creatures. So far the only criteria to be added is: 1. They be nominated. 2. The person nominating provides the 1/4/99 closing price. 3. The nonimator convinces me the stock belongs in the Index (since I maintain the portfolio). >>I DO understand the "Gorilla" concept, but since I have not read the book, I am not sure what makes a company a King... vs making it a Prince with an Attitude Are you SURE you understand what makes a Gorilla? Even Geoffrey Moore seems to waffle on this issue. Since you have been honest enough to admit you haven't read the book, don't think me cruel when I urge you and others who haven't done so to RTFM, please! Debating categories isn't the intent of this thread, and it will help so much if we are all speaking the same language. I am currently re-reading the Gorilla Game for the 3rd time just so I can answer posts like yours. Frank

To: Mark[ox5] who wrote (283)	2/23/1999 2:44:00 AM
From: Seeker of Truth	Respond to of 54805

About SUN Microsystems, unless they stop being a Unix workstation seller, they don't have a chance to become a gorilla, i.e. a semimonopoly. Profit margins on Unix workstations are razor thin. Hewlett-Packard, IBM, Silicon Graphics are all in there hotly competing. I've bought about a dozen unix workstations in the last decade and never bought a sun because their machines were slightly slower for the same price. They are in the top two or three so they will be around still in ten years but they are very sensitive to a general slow down in business. Among their competitors, HP has the best hardware of all in this business, Silicon Graphics the most friendly software, IBM gets a B+ all around, and the lowest priced Suns have tended to be the cheapest available if you are purchasing in quantity, though their technology is not the most advanced.