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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: sditto who wrote (32479)9/28/2000 9:59:00 AM
From: Judith Williams  Read Replies (1) of 54805
 
sditto

terrific comments.

purpose
Yes we do need a stated objective. Yes we are trying to hone our understanding of network effects. We will do that by taking specific companies of interest to the thread that exhibit network effects in different markets, identify those effects, linking them to their source, and see what management is doing to increase competitive advantage by exploiting them or finding ways to create additional network effects.

Networks Company Participates In/Controls
We could expand the description section to incorporate aspects of the business model that can create network effects. This would then tie more tightly or explicitly to the knowledge assets section as those are a primary indication that management recognizes the network effects in play, is funding them and prioritizing them. This description should also include a history of the network--what key players are involved and when they joined.

Adoption Potential
Unlike the description above, this section would look to key players who are not in the network and what can be done to create additional clusters and connections. You very rightly point out that it should also address the ultimate size of the network, whether the market itself is large enough to generate meaningful growth if and when critical mass is achieved.

Assessing Growth
recast more directly in terms of GG--barriers to entry, high switching costs, strong value chain formation, etc.

Again, many thanks.

Judith
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