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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: voop who wrote (6791)9/22/1999 2:27:00 AM
From: Mike Buckley  Read Replies (2) of 54805
 
voop,

Okay thread,let's start namimg some application software chimps with a niche that is dominant. GMST, CTRX?

There are two issues about each of those companies. The first is that we would think of companies that have no chance of becoming a gorilla. If Citrix's product makes it into a tornado, it becomes the gorilla by virtue of the fact that it is the far and away leader in its category. When Gemstar's product enters the tornado (notice that I refuse to say "if" :), that company certainly has a chance of becoming the gorilla.

The second issue is that Citrix's product is a clear-cut enabling software, not an applications software. Gemstar's product isn't so clear-cut. I think it's a unique hybrid of enabling and applications software. Regardless, the first issue above makes this second issue a moot point.

I wonder if Remedy fits the bill. According to the revised manual, its primary market of internal help desks has been subsumed by a larger category. And I think Remedy still dominates the market though it's difficult (impossible?) to find current data about that. If it does indeed meet the criteria, that would be a reason for me NOT to eliminate it from my front office software game.

Dendrite is a very well run front office software chimp that dominates the pharmaceutical market if not also the consumer packaged goods market. Its model is very different from all the other software companies in that almost all of its revenue is derived from services and very little of it is derived from licensing. But that's by intent.

--Mike Buckley
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