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

To: chaz who wrote (713)	3/8/1999 11:12:00 AM
From: chaz	Respond to of 54805

Should we have EBAY in the W&W index. They have established the same sort of "franchise" in their area as AMZN has, but the lack of profits does bother me in both cases. Your opinions?

To: chaz who wrote (713)	3/8/1999 12:12:00 PM
From: Martin Rasch	Read Replies (3) \| Respond to of 54805

....and if we are going to enter a phase of internet hypergrowth, Dell has another warp factor in store as well It's obvious that we are in a phase of internet hypergrowth.....but according to the rules of the Gorilla Game we should ask ourselves whether the tornado in their field will continue. I doubt that dell can maintain it's growth rate. And if so, since there is no proprietary advantage, a GG player should sell the category. But more interesting to me is the question Where in this internet rocket can emerge Gorillas, huge Gorillas with killer applications and proprietary control? Dell and CPQ should be removed from the G&K index. IMVHO Thanks Martin