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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Mike Buckley who wrote (11691)12/1/1999 7:52:00 PM
From: mauser96  Read Replies (1) of 54805
 
Time will tell if companies today are better. If you assume as I do that the technology itself is only 30% of becoming a gorilla, the larger established companies have the other advantages if they don't get blindsided. Christensen's book goes into this more from the standpoint of existing companies, Moore's books more from the new company. Of course as GG investors we are trying to be in "highly blessed companies at it's core". The point I was trying to make is that it's possible that most of the gorillas we own haven't been around long enough to fully develop corporate arteriosclerosis, and are more likely to develop a culture of change.In fact Mr. Moore mentions examples of this. Existing company don't have to schedule tornadoes, it can wait until one comes along and then buy their way in, and set up the new guys as an independent entity. In any case truly violent disruption isn't common, happening once every 20 years or so in most industries, so that gives us some time in most cases.
I've mentioned it before but "Mastering the Dynamics of Innovation" by James M. Utterback also covers some of this material.
All in all, I would bet against most established companies when faced by discontinuity, but failure isn't inevitable.
regards Luke
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