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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Uncle Frank who wrote (10720)11/19/1999 8:45:00 PM
From: Triffin  Read Replies (1) of 54805
 
Uncle Frank & Thread

While reviewing the old/original 'Gorilla
Game' thread on SI, I ran across the following
post and would be interested in any comments
as to the validity of the observation expressed
in the post .. I realize that you get many
'nominations' and few actual candidates ..

To: t36 who wrote (76)
From: Mark Brophy Saturday,<b. Apr 11 1998 12:40AM ET
Respond to Post # 81 of 385

The book is obsolete.
The premise of gorilla formation is a proprietary advantage with high switching costs. Customers have become accustomed to the scam and no longer fall for it. A good example of this is the recent TCI set-top box contract that was split between Sun and Microsoft.

Since customers have become smarter, Moore found it very difficult to identify any new gorillas other than I2 and Manugistics.

If one assumes the poster is partially correct
have you had to adapt the "rules" going forward ??

Jim in CT ..
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