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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: johndelvecchio who wrote (32353)	9/26/2000 1:33:01 PM
From: Judith Williams	Read Replies (1) of 54805

<<I don't mean to butt in...>> Please do--often and vigorously. <<I'd be careful with Baruch Lev's analysis. First of all it's proprietary.>> Agree. The MindShare interviews Dale posted give some hints on the calculations. But for the Networks project, we are not so much interested in knowledge assets in themselves, but what they might reveal about potential priorities and possible network effects. This avenue of inquiry might give us some purchase on network effects. If it doesn't yield any helpful insights, we can always ditch it. <<Maybe it is better to understand whether or not a company has sources of intangible value rather than try to calculate it.>> Again agree-with a caveat. If a company sees intangible value and supports it with funding, that tells us something about where it sees future value developing, where increasing returns might lurk and be exploited. Regards, Judith

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