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

To: Teflon who wrote (403)	2/23/1999 11:22:00 PM
From: Mike Buckley	Respond to of 54805

Teflon, The Satellite industry will never have anything but Princes and Kings. You know a lot more about that than I do and your comment seems reasonable. However, the satellite industry will spawn gorillas such as what I think Qualcomm will become with their CDMA technology. And long before [online brokerages] get to that point, most of them will be bought out. The rumors of Goldman buying out E*Trade this week are just the beginning. Again, there will be Kings and Princes, they just won't be around long enough to become Gorillas. I think there are two important and entirely different issues to consider. The first is that there will not be a gorilla in that space because the nature of the industry will at best spawn a King. (Kings do get spawned, right? :) The second issue is that a gorilla is not necessarily a pure play, an independent company. IBM has a shot at becoming a gorilla of the system-on-a-chip space because of their breakthrough technology that allows the use of copper in silicon. They are still the gorilla of mainframe computers. As a different example, GE owns so many companies that I'd be surprised if they aren't a gorilla in atleast one biz. --Mike Buckley