SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Gorilla and King Portfolio Candidates

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: gdichaz who wrote (21718)3/30/2000 7:40:00 AM
From: Apollo  Read Replies (2) of 54805
 
Moore...But it seems to me his thinking is "evolving"

I've been following this discussion on Moore's thinking from afar, and it reminds me of a discussion Lindy and I had last December, or in January. Simply put, Moore's thinking should and is evolving, given the growth of the Internet and the changes it is inducing in business.

We indicated several times before that Moore is "making it up as he goes", floating trial balloons, etc. This is not a criticism of Moore, as he has supplied us with a wonderful framework by which to understand Tech issues. One of my concerns with the Godzilla concept, sexy as the name is, is that it is without substance at present. Bruce Brown was kind enough to quote Moore awhile back in which Moore confirmed exactly this, in that Godzilla is a concept idea, that "hasn't been fleshed out".

Bottom line, I think the basic principles of the FM are intact, and important. I think we should be open minded about the rest, such as entry points, godzilla plays, definitions of godzillas, etc. I think it is hard to defend "godzilla", pro or con, when Moore is obviously evolving. Same may be true for other issues, too.

Apollo
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext