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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (18476)	2/23/2000 10:00:00 AM
From: Mike Buckley	Read Replies (2) of 54805

A few people have suggested that Microsoft coming late to Novell's game and kicking their butt is an example of using a next-generation technology to leap-frog past the successes of a competitor's early-generation technology. I don't think that's analagous with the Brocade/Ancor situation for the reason someone brought to light -- that Microsfot wielded the power of their value chain over Novell to help bring about that win. I doubt that either Brocade or Ancor has a value chain sufficiently developed to win the war by virtue of the chain's strength. I haven't studied the space, but I doubt we'd be having this discussion focued on early- and next-generation technologies if the value chain of one was so strong that it severely limits the other. Am I right? --Mike Buckley

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