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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Uncle Frank who wrote (3521)7/7/1999 2:44:00 PM
From: LLCF  Read Replies (1) of 54805
 
Thanks for your comments... let me clarify:

<I think you are mixing up Gorillahood with Gorilla power, David. A Gorilla muscles competitors because he CAN, but if he chooses not to use his muscle, it doesn't turn him into a King.>

I may have stated my ideas in a confusing way... which is just like me... I stated:

>> MSFT doesn't compete with "BOX makers" but they DO compete [MSFT] with vendors (end user software) which if I have the concept correct MAKES them a Gorilla [ie.they use Windows power to muscle other spreadsheet makers]. Otherwise they would be a King.>>

I should have said "they can use Windows power..."

My point is exactly what you state:

<A Gorilla muscles competitors because he CAN, but if he chooses not to use his muscle, it doesn't turn him into a King.>

Exactly, because MSFT is also in the end user business and CAN use Windows as a club against the rest of the food chain it is a Gorilla. If all MSFT made in the PC food chain was Windows, it would not be a Gorilla, but a King.... -right?

Now to Q... Snasraway had stated:

<<I understand that one reason to sell the handset division would be to not compete with potential customers of ASICs. But how would a company guarantee increases in its ASIC sales, that they would hope would offset lost profits from handsets? I suppose an analogy would be that MSFT and INTC don't compete with boxmakers..>>

My point is that if Q sells out of the rest of the "food chain" other than ASIC, it can't be a Gorilla... I find it hard to believe that they would entirely leave the wireless device market...

I then went on to wonder whether the Q rumors on selling the handset division would be only low end phone business to concentrate on development of new wireless devices coming down the pike, of if this would indeed be all devices.

Comments? Thanks.

DAK
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