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George, I picked up a book for cheap this weekend.
Sure, I love Amazon.com for technical manuals and big loads of books, and gifts, etc. However, they just don't have that big stack of last year's bestsellers piled high at the front of the store for $4.95
What I got was "The Gorilla Game" by Moore, Johnson, and Kippola. Hardback, $4.95
Now, I'm not buying in to everything they say lock, stock, and barrel- but there are some interesting arguments. Well worth $4.95, if you happen to like to visit bricks-and-mortar bookstores.
One of the arguments is that once a company nails mindshare in an arena, they maintain it until that arena is obsoleted. IBM is the "Gorilla" in mainframes. That's their judgement.
I also think that they thought (when they wrote the book) that Microsoft and Intel have obsoleted mainframes. Also, that NT would crush Novell and Sun.
What I am seeing is that eCommerce is indeed for real. And, when real companies have real money on the line, they will spend what it takes for reliability, service, and scalability. Microsoft does not appear to be winning in this area.
IMO, IBM has a great shot at being the gorilla of ecommerce hardware, software, and service solutions.
IF that's the case, Moore et. al. propose that the gorilla dominates the game until the game is over. Moore et. al. propose investing in an emerging sector, then shifting assets as the "Gorilla" becomes apparent.
I am still reading the book- so I may well have oversimplified.
Despite what all these Goo-Roos are saying, my old man once told me "nobody ever went broke taking a profit."
All I know is I do what it takes so I feel comfortable sleeping at night. That's not the way to vast riches- but it is the way to a good night's sleep!
WebDrone |
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