Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (14949)	1/11/2000 11:51:00 PM
From: TigerPaw	Read Replies (1) of 54805

Without the proprietary architecture the company will participate at most in a royalty game. To use a quote I stold from the Qcom thread: (And shamelessly argue from authority by reference) Message 12539464 To: Jim Lurgio who wrote (2456) From: George Gilder Monday, Jan 10, 2000 7:33 PM ET Reply # of 2490 I think alot of people missed Qualcomm and are groping for a wireless standard bearer, not understanding that it is not the patents but the tacit knowledge, skills, and prowess honed over a decade that make Qualcomm what it is. --GG It seems that the Manual emphasises that a Gorilla must have substantial barriers to entry by a competitor. Patents and proprietary architecture are certainly barriers but not necessarily the only barriers. I think a great case in point is JDSU which is damned with faint praise as a King when I see them as having tremendous barriers to entry by competitors through tacit knowledge, skills, and prowess. I think much of Lucent's problems is that they tried to compete with JDSU but couldn't pull off the skills and resulting volumes necessary. I maintain it not necessary to show proprietary architecture if there is another barrier. TP

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