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Do you gorilla investors even consider valuation, or is the general philosophy that if it's a gorilla, you want it, regardless of price?

When I got the book, one of the first things that stood out was the concept of CAP (competitive advantage period) and GAP (competitive advantage period). What this is is the advantage that a gorilla has in its ability to dominate and the length of time that it can do so. The stock market usually drastically underestimates this advantage. Sure, there may be better times to invest than others (early in the tornado, during a general market downturn or during a individual stock plunge), but the classic gorillas have turned out to be great investments at any point in their lifes. (Check out some of BB's charts) Of course, we can't predict what will happen in the future, but I feel much safer knowing about QCOM's patents than I do about AOL/TWR's cartoon characters.

However, I still don't see how Brocade's switches are discontinous thereby providing them with gorilla status.
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