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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Snowshoe who wrote (30991)9/2/2000 11:49:43 PM
From: Thomas Mercer-Hursh  Read Replies (1) of 54805
 
At this point I think the company has to sacrifice revenue and profit to gain that market share.

But the question is, what is going to keep them there if they get it? If WIND is being used today simply because they have a nicely packaged solution which is cheaper than doing it oneself or going elsewhere, then that is a nice position from which one can expect good growth, for a while anyway, but it is not a gorilla, since there is nothing to keep a company from bringing this piece back in-house or going elsewhere if the economics change. Where's the lock? Where's the DI? Is it there or not? Inquiring minds are curious...
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