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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: mtnlady who wrote (22015)4/2/2000 4:47:00 AM
From: Uncle Frank  Read Replies (1) of 54805
 
>> I guess my point is that it seems that the key for us is a) proprietary architecture (i.e. is it a gorilla or a royalty play?) b) value chain and c) tornado ... regardless of the industry.

A summary of my check list in Gorilla hunting:

1. discontinuous innovation
2. proprietary open architecture
3. high barriers to entry
4. high switching costs
5. strong value chain formation
6. tornado market existant or foreseeable.

Since biotech doesn't include elements 2, 4, and 5, I don't regard it as a Gorilla breeding ground. Fuel cells seem to be missing elements 1, 5, and 6. Both biotech and fuel cell sectors have the added disadvantage of strong government influence on their future.

uf
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