Lindy,
The seminal dividing point is that a Gorilla has a monopoly, and a King does not.
Maybe in some cases, especially the enabling technologies, but not true for applications technologies. An applications gorilla will typically have "only" 30% - 40% of the market, not usually thought of as a monopoly.
The word, "monopoly," doesn't appear in either manual's index. Are there any implications about that? See my next post for the official roll-out of our very own G&K version of the game, Monopoly.
but this was always a hardware monopoly, and could be copied immediately.
I'm not an expert on this subject but I don't think that's accurate. As I understand it, the 1086 was Intel's proprietary architecture. Others arrived at competing proprietary architectures that rendered similar results, but they were not "copies" unless they were licensed by Intel, the owner of the proprietary artchitecture.
But the pricing pressure they have undergone the last two years is a classic royalty situation.
I disagree. The pricing pressure was indeed due to the threat of many discontinuous innovations -- the so-called Internet Computers and Network Computers that threatened the Wintel control of the market by reducing total cost of ownership.
Can [a gorilla] be subjected to pricing pressure? Can the company be "commoditized"?
Yep, but only by the threat of a discontinuous innovation.
am I right on INTC?
No. You need to take some time off and do some more dancing so you come back to your senses. :)
Prove me wrong, people!
I think I did. At least to my satisfaction. :)
The above ideas are not LindyBill coming down from Mount Sinai with two stone tablets...
Maybe not, but having seen you in a Zoot suit, I'd also love to see you in biblical garb. The Zoot suit pictures are great but they hide the legs, babe! :)
--Mike Buckley |
