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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: $Mogul who wrote (4806)8/11/1999 2:29:00 PM
From: DownSouth  Read Replies (3) of 54805
 
$, (may I call you $), RedHat, imo, is far from being a Gorilla or King candidate. It is, at most, a serf.

Let me reiterate the definitions from LindyBill's cheat sheet, and ask you to make the judgement:

GORILLA A company that controls it market because it has a discontinuous innovation ,one that is not compatible with existing systems. The market is in a hyper growth stage, and they control the architecture. There is a high switching cost to using some other company's product,

CHIMP A company that tried to become a gorilla but did not get picked. IBM's OS2 is a prime example of a Chimp product. Apple is a chimp

MONKEY A company that makes the gorilla's product and sells it for less. AMD is Intel's monkey. Ascend and Fore are Cisco's monkeys

KING The Market leader, properly with a two-times lead or better over its closest competitor. If the lead shrinks too far, the king becomes a prince, and we have a kingless market. Because they lack architectural control, and because switching costs are low, they cannot force competitors onto the defensive the way Microsoft, Intel, or Cisco can. Compaq is a king. Seagate is a king of hard drives.

PRINCE A market challenger, potential co-leader. Dell is a prince to Compaq.

SERF A market also-ran. These companies fill out the low end of the market.

Thanks for your suggestion.
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