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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: FLSTF97 who wrote (14716)	1/9/2000 5:06:00 PM
From: John Stichnoth	Read Replies (2) of 54805

Fatboy, Your point is a good one: There is a delay between a company reaching gorilla status and it being recognized as such. In fact, in retrospect, all the elements were in place for QCOM prior to the ericy capitulation. We (the market) could have recognized it as such, but did not. It can be reasonably argued that the ericy deal was a catalyst for recognition of the gorilla, not of its gorilla status per se. That being said, I'm not going to enter the CREE debate (which I've found very interesting, all participants!) except to ask a question and make one other comment. The question: Can someone define the size of CREE's market opportunity, especially in light of the assertion that CREE has absented itself from the narrow margin applications? (It surely isn't "every flashlight", if they're not in that portion of the market). And observation: SiC would seem to be discontinuous. But, Christensen (Innovator's Dilemma) asserts that it is almost universal that discontinuous innovations occur from below, eventually displacing the prior technology(ies). An investigation of SiC's place on the techology-development curve would be extremely pertinent to this discussion.

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