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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Sam Johnson who wrote (12083)12/5/1999 3:00:00 PM
From: Mike Buckley  Read Replies (1) of 54805
 
Sam,

Continuing the discussion about control vis-a-vis the value chain.

Your quote from page 48 of the FM and page 52 of the RFM: "The power of the gorilla is based on its control over a value chain."

You more recently went on to explain the importance of the gorilla's relationship with the value chain, the stuff about ecosystems, etc.

THAT is the exact context that causes me to continue disagreeing with the writer Ruffian sent our way who simply said that the gorilla controls the value chain. Yes, there is control of the value chain, but the nature of a gorilla is that it has control over any company that is even thinking about becoming a competitor.

More important than the control of the value chain is the sheer power of the value chain that inures to the gorilla's benefit. It's not a one-way street. As you say, it is a relationship, implying two-way partnerships that add value to the gorilla's offerings. Hence the term, value chain.

Thanks to you, I will be much more careful in the future when I write about control and value chains, but the essence of my thinking remains unaltered. Gorillas enjoy the power of a value chain. Kings are subject to threat by that power.

--Mike Buckley
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