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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Judith Williams who wrote (32461)9/28/2000 12:22:56 AM
From: sditto  Read Replies (3) of 54805
 
<<PLEASE COMMENT ON ANY REDUNANCIES, OMISSIONS, SUPERFLUOUS ITEMS, OR OPAQUENESS>>

Some quick thoughts:

- I'm not 100% clear as to where we are heading with this project and what questions we are ultimately trying to answer. Are we trying to hone our understanding of network effects, identify companies with the strongest network effects, evaluate how a company could create additional network effects, determine when tornados will be created by network effects, etc. Being a Steven Covey enthusiast I always like to "begin with the end in mind". Perhaps it would be helpful to add a clearly defined set of project goals and objectives so they are clear for me and everybody else. Clarity around the end objective will generate a better final result.

- In the Networks Company Participates/Controls section we need to identify the specific aspects of the business model that can create network effects. In this or a related section we should then assess to what degree these aspects are being recognized, funded, and prioritized by management.

- The Adoption Potential section description sounds very theoretical as presented. We need to bring it to the real world of who is in the network, who is not in the network, and what can be done to create additional clusters and connections. Although potential network size is subject to great miscalculation there should also be some assesment as to the ultimate size of the network and determination if the market is broad enough (or too niche) to generate crtical mass or a meaningful business opportunity.

- The Assessing Growth section would be a good place to assess how the Gorilla Game aspects of high barriers to entry, high switching costs, and strong value chain formation can create network effects and unleash rapid widespread adoption.

Best of luck with the effort.
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