Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: EJhonsa who wrote (29241)	8/2/2000 12:20:39 AM
From: Uncle Frank	Read Replies (1) of 54805

>> AMD has taken a significant portion of the retail market, by the way. Hi, Eric. Loved your website, but it would be better with some jungle graphics <gg>. No one said that monkeys can't have "significant portions" of the low end of the market, but it's at the whim of the gorilla. From page 54 of the fm: Monkeys are simply companies that clone the gorilla architecture and offer products 100% compatible with the gorilla products at a discount... They do not have permission to change standards, and therefore they cannot create new markets. Moreover, whenever the gorilla makes any change to its de facto standard architecture, monkeys must stop whatever they are doing and re-engineer their offers to restore 100% compatibility. As such, they are inherently committed to a "read and react" strategy, never able to plan beyond a horizon that is dictated by the gorilla.... The bad news is that monkeys can never create sustainable barriers to entry. That is, their market share is always an illusion, for they have no way to prevent the gorilla from coming in and snatching away their customers whenever it wants. jmho (and Geoff's) uf

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