Gorilla and King Portfolio Candidates Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Gorilla and King Portfolio Candidates

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: LindyBill who wrote (5338)	8/24/1999 10:19:00 PM
From: gao seng	Read Replies (2) of 54805

That is very useful terminology. But the discrepancies in the various portfolios is curious. I certainly disagree with the portfolios of the authors. I think erp and supply chain management was working itself into being a tornado and then the internet busted lose, and took the winds out of the erp and supply chain management sails. I think this methodology could be useful especially if used in conjunction with a Deming approach to choosing companies who offer their customers quality. Dell and Wal-Mart seem to epitomize this approach the most. The internet as a whole does also. erp is the opposite I think. Mostly the suppliers of these products (SAP, etc.) became successful along the same time the consultancy business started booming. But these consultants were basically jsut in it for the money, and had no true vision themselves. Just look at the healthcare industry, littered with the corpses of companies that paid huge monies to these consultants and basically bet the life of their company on the success of the implementation of the new software projects that never materialized. Interestingly enough, Moore is indirectly a consultant for Manugistics. I think he could be more than a little biased in applying his research towards the erp segment. Especially since they are such a dead end. Briefly, I see the new paradigm of value chain management coming in the form of a directory listing of internet resources, and each resource on the internet would also need to be certified to verify it is who or what it says it is. The verification will most probably come from Verisign and maybe a Global Positioning System Java SmartCard. The directory may come from Microsoft, but I would think Verisign's directory to be the better choice, since they are the ones who issue the certificates, which by their nature require a fairly large amount of information. As for HOMS, I could be way off on that one, but I think monopoly powers are a pretty good sustainable competitive advantage, and it would take a C change to take them away.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next