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

To: Uncle Frank who wrote (965)	4/3/1999 3:19:00 PM
From: gdichaz	Read Replies (1) \| Respond to of 54805

To Uncle Frank: No need for weekend market shutdown blues. Time to think. :-) Just for chuckles, would like to discuss a major weakness in the Gorilla Game book IMO. The authors' experience is so heavily tied to computer related companies that that is where they think about gorillas. I submit that they missed that networking was much broader than the accepted narrow field where Cisco is gorilla. And Microsoft will wither if desktop is no longer the focus. Networking really is communications and the internet. Therefore the likes of Northern Telecom (now Nortel Networks) and Lucents are Kings. Qualcomm a key flyer and a full gorilla IMO. BTW Think the Q has been an unrecognized and unappreciated gorilla for some time. All the characteristics are there now the Ericy/Q agreement is history. But IMO that agreement was frosting on cake, not essential - except perhaps for recognition by "the street" and others without much vision or analytical skill. Again think that wireless (including satellite - Loral for example) and fiber optics (hence UNPH) with a focus on rapid data transmission is key to where to look for gorillas and kings and therefore where to invest if forward looking. To me the danger of the book is its backward look. Learn from the past but don't focus there. Emerging gorillas and kings are the key. Hence the name of this thread has such appeal. Again I congratulate you for starting it. Best. Chaz too PS By the way, I am "too" on this thread (and this thread only) because there was already a "Chaz" posting here and he has prior rights, no? :-) Enjoyed your remark re Chaz "won". But curious how you define an iconoclast - not quite sure I think I am one. :-)