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

To: Teflon who wrote (2289)	5/28/1999 1:00:00 AM
From: mariner	Respond to of 54805

Thread Thanks to all who responded about the ebpp post I made earlier. The consensus seems to be that the market opportunity is huge, but highly fragmented (at least at this stage). Seems to me that this is not unlike the situation described in the book which relates how markets for new products transition from small to large with "tornado" growth being the defining time for the emergence of a gorilla. While this may not come to pass in ebpp, I would suggest its an area worthy of our attention. Would be pleased to hear of additional suggestions of possible players. Meanwhile, I will be endeavouring to learn more in this area and will do my best to share. mariner