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Investing Books / Gorilla Game, The

URL:  https://boards.fool.com/i-just-want-to-clarify-this-does-not-mean-that-12313366.aspx

Subject:  Re: Found a new GG in an unexpected place Date:  3/31/2000  2:51 AM
Author:  TinkerShaw Number:  1875 of 8813

I just want to clarify. This does not mean that Caliper is a Gorilla or a King. Just that the structure of its market is very similar, if not nearly identical to the SiC semiconductor market. It is not identical to the computer processor market where technology must necessarily conform to a standard.

Thus, if CREE can be a Gorilla (and maybe or maybe or not it can, this is debatable) then Caliper is in a market that can produce a CREE like entity given the IP required to create the micro-fluidic chips. None has yet sprung. And none may ever spring, although at this time there seems to be only 3 candidates in the market (one of which is private).

Tinker
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