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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: John Stichnoth who wrote (14831)1/10/2000 8:11:00 PM
From: Mike Buckley  Read Replies (3) of 54805
 
[PSFT] has a central position in a niche not large enough to qualify as gorilla territory, and it has been considered (and generally rejected) for gorilla status.

HR automation is a niche not large enough to qualify as a gorilla? If PeopleSoft has been generally rejected for gorilla status, I'd like to see a point-by-point justification.

I don't care if nobody is interested in following the company, but it is important that we stick to the terminology as the manual defines it regardless of the company we are referencing.

RFM, page 189: "...for application software there is no reason for a hasty exit from a later-stage chimp, particularly if it has a gorilla-like status in some subsegment of the overall market. PeopleSoft may be a chimp in the overarching category of ERP, but it is a gorilla in human resources. This makes it an attractive hold particularly in light of the emerging middle market for ERP, where SAP, the current gorilla, has struggled."

RFM, page 259: [PeopleSoft] captured over 50% of the early HR market and has held tht market share ever since."

Understanding the current reasoning Justin applied to the paired use of the GKI and the W&W portfolio, I have a very difficult time understanding why PeopleSoft wouldn't be in the W&W portfolio.

As for more about terminology, if I'm wrong about the use of the so-called word, "effectivity," I'm in good company. Daniel Webster does not include the word in his unabridged dictionary. :)

--Mike Buckley
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