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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: mtnlady who wrote (21316)3/25/2000 11:22:00 AM
From: Mike Buckley  Read Replies (3) of 54805
 
mtnlady,

Time for me to 'fess up. I suspected your answers would indeed be that Nortel is a royalty play with no proprietary architecture. (I'm not ignoring your comments about the company's patents that exploit the non-proprietary architecture.) My questions about that were loaded questions.

You've been referencing the manual's assertion that the far-and-away leader during the tornado never loses that market share. However, that applies only to Gorillas and in fact is one of the hugely important distinguishing characteristics between a gorilla play and a royalty play; whereas the Gorilla always holds that market share until it is unseated by a discontinuous innovation, a King or lesser member of royalty is always under the threat of declining market share that is the result of better execution by an opponent.

Not to speak for Frank, but I suspect his assertion that Cisco can come late to the fiber optics party and still dominate it is based on the company's strength as a gorilla in the networking space while being leveraged along with supreme execution to ultimately beat out Nortel in the fiber optics space. I don't know enough about this stuff to agree or disagree with him, but his theory (if I understand him correctly) is firmly rooted in Gorilla Gaming.

I look forward to a lot more discussion about this.

--Mike Buckley
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