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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Mike Buckley who wrote (12949)12/19/1999 7:40:00 AM
From: 100cfm  Read Replies (2) of 54805
 
<<It is against the interests of Lucent's customers to allow it to function as a gorilla, they will always want viable second sourcing.>>

Mike, if the above is true then i have the following comments.

1. if lu's customers have the ability to control whether it operates as a gorilla or not, then lu was and will never be a gorilla. to a point the gorilla controlls the customer not the other way around.

2. a gorilla's customer base needs it's gorilla and therefore must support it, not plot against it. a customer base would never plot as such unless they have companies that are in a very strong second and third position. if your
second and third place competition is that strong, you are no gorilla.

PS are we comitting heresy by disagreeing with the author's gorilla proclimation of lu??

100

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