Gorilla Game
For those interested in learning more about "The Gorilla Game", there's an interesting article at MSN's MoneyCentral, where author Geoffrey Moore is interviewed as part of the piece.
Here's an extract. No mention of NTAP.
Yet.
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The increasing importance of picking winners in high tech plays right into the hands of venture capitalist Geoffrey Moore.
Moore, president of Chasm Group and author of the best-selling book "The Gorilla Game," proposes that there is a particular cycle seen in high-tech sectors experiencing discontinuous innovations.
First, he says, the technology is accepted only by a small number of consumers. But eventually, some technologies become mainstream, and firms in the group see sudden tremendous growth, often in excess of 100% a year.
What makes Moore's findings interesting is what happens next: A single leader, the sector's "gorilla," begins to emerge. And while in non-tech sectors, other firms might hope to catch such a leader someday, in high-tech sectors, the leader almost inevitably becomes stronger and stronger
while would-be competitors fade away.
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Moore suggests that Qualcomm (QCOM), with its CDMA cell-phone technology, and fiber-optic components company JDS Uniphase (JDSU) are possible young gorillas in the making, joining such established gorillas as Microsoft (MSFT), Intel (INTC), Cisco Systems (CSCO), Oracle (ORCL) and SAP (SAP).
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FULL ARTICLE @:
moneycentral.msn.com
Happy Holidaze,
Steve |
