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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Uncle Frank who wrote (15035)1/13/2000 4:04:00 AM
From: Martin Rasch  Read Replies (1) of 54805
 
Status of ICGE

FYI an excerpt from the GG discussion list (threatmates following this list can push the NEXT button now)

Tom Malia (Member of the GG discussion List) wrote

I have said this here before so I suppose no one really likes my analysis. However, here goes: I believe we can analyze this group (incubator kangaroos CMGI ICGE SFA) using the gg principles. We can view the "network" of companies owned by an incubator as a proprietary architecture. Other elements of this architecture are the methods and services that are offered to the startups. There obviously is a high cost of switching. A startup doesn't just pull out of one incubator and go to another. Geoff has used the analogy of riding the wave as far up the beach as possible during the tornado. That is what these guys are doing right now. They are shipping into the internet tornado. Delivering dot com companies to every niche of the 'net. The article in the February, '00 Red Herring is very informative. They point out the stakes are whether the winners will be "econets" or conglomerates of the future much like GE or ITT. In addition, as the CSFB and McKinsey articles by Guy Maubossin(forgive my spelling)point out, the stickiness of the first movers present increasingly high barriers to entry. CMGI and ICGE are very nearly "classic" gorillas--IMVHO. Geoff is too conflicted to crown them. Will anyone else? or is it too early?

Response from Geoffrey Moore

Gang,
I buy Thomas's arguments, for whatever that's worth!

eom
MR
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