Gorilla Game Investing in the eWorld Message Board

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Strategies & Market Trends : Gorilla Game Investing in the eWorld

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To: Bruce Brown who wrote (1255)	2/21/2000 2:23:00 PM
From: Apollo	of 1817

Great find Bruce from Geoff Moore, trying to define "Godzillas". Some comments. I think I better understand now the notion of "increasing returns". He clearly states that not all Internuts are Godzilla plays; some are godzillas, some are royalty; the former enjoy "increasing returns" as their websites increase in popularity, the latter do not scale with "increasing returns". He also says explicitly referring to the Godzilla chapter, "the ideas need real-world criticism and fleshing out." What I find remarkable about that is this is exactly the point I have been making on the G & K thread around December about Godzillas. It was a good first effort, but little more than a label, not an idea that has been well fleshed out with substance. Moore, to whom we are imminently grateful, is essentially "making it up as he goes", relative to the Godzillas and internet companies in general. This gives me a little more certainty that my own B2B play, EXDS, is a King among companies in its segment. It is definitely a market leader, and is an internet enabler. Because I cannot see where it benefits from the "options effect" and doesn't score from the view of "increasing returns", it cannot be a godzilla. stan

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