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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (31503)	9/12/2000 7:45:31 PM
From: Judith Williams	Read Replies (2) of 54805

Questions these two perspectives raise for the networks project: 1. Can we get a handle on intangible assets--categorize them--and correlate them to knowledge earnings, intellectual earnings. Switching costs vs. patents vs. discontinuous innovation (natural monopoly?) are examples here. Lev suggests a working formula--netting out the cost of capital on tangible assets--but it would still take a good deal of digging and some strategic guesswork to attribute growth to specific i.a. If we used different networks for models--with different profiles for i.a.--the results might be revealing. 2. With a better handle on i.a. and how they behave--relationship to profitability, growth, time cycles--we might be able to plot specific technology adoption cycles. We could then see where critical mass is achieved and at what level. This would also give us hints about the interrelationships within the network--which nodes were particularly important to growth and achieving critical mass and why. 3. If networks are complex systems, then what event might cause as steep a crash as the ascent? Is it only a discontinuous innovation or are there other externalities to consider? What externalities are just general phenomena and which are specific to the network. 4. There is clearly an intricate relationship between i.a. and the networks. Does it vary from network to network? In what ways? Can one spot the differences and what do those differences mean for the magnitude of growth and its likely duration? What, in effect, do network effects say about CAP and GAP? Perhaps we could start with three networks from the G&K and Godzilla realms--maybe a Gorilla, a King, and a Godzilla--and analyze them individually. We could then compare the network effects and try to correlate them with causal factors. Enough grist from my mill. Please say loud and clear if these musings would head us in a direction you don't want to go. The network project--and the rigor G&K'ers bring to analysis--promises an exciting adventure. I think it also stands a strong chance of clarifying some critical issues and putting a good deal more than 60 cents in our collective pockets. Regards, Judith

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