I'll post what Geoff Moore said on the list serve here as well:
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Subject: RE: gorillagame Digest #459 - 10/15/99
From: "Geoffrey Moore" <geoffmoore@chasmgroup.com>
Date: Sat, 16 Oct 1999 08:20:35 -0700
Gang,
My read on the enterprise applications space in the Internet era is that the
pre-Internet gorillas and chimps retrofitting their software to the INternet
have a big edge over the new Internet-emerging application vendors, largely
because of advantages in established brand, distribution and support reach,
and domain expertise. Where discontinuous innovation does have the
advantage is in the creation of digital marketplaces and exchanges. In that
regard, the current issue of Red Herring is an absolute must read. These
exchanges, I think, will operate according to Godzilla Game principles, and
I think this is where a lot of the future of gorilla-game style investing
will center. The Internet, in other words, is a tornado context, but what
it is spinning up is service-centric, not product-centric, winner-take-all
competitions.
Geoff
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A lot of the future of gorilla-game style investing will center.....
Okay, boys and girls. Saddle up and let the game begin. Q is Q, but the manual's main author is informing us as the landscape changes in gg investing to not get comfy with what worked over the past 10 years.
BB |
