Bowling Alleys and Tornadoes: G&K Hunting Grounds Message Board

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Strategies & Market Trends : Bowling Alleys and Tornadoes: G&K Hunting Grounds

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To: John Stichnoth who wrote (21)	7/18/1999 1:48:00 PM
From: HeyRainier	Read Replies (2) of 153

John, Thanks for your ideas regarding the standards battles. I'm particularly interested in your #3 category, fixed broadband wireless. With no standard and with each company involved making its own equipment, it sounds like the initial phase of a gorilla game, where eveyone's a chimp, trying to get a bigger piece of the market to standardize on their own equipment. But since we're talking about equipment, doesn't that warrant an entry (i.e. buy the basket) after the tornado has formed? (Page 181): If the category is enabling hardware or software, begin buying after the tornado has formed. What I would like to do is figure out if the equipment suppliers are in their tornado phase. <<I don't know who the equipment suppliers are.>> Does anyone have an idea? Just one player is enough, because I can dig into its filings and find the whole list of competitors (it's required). --Rainier

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