The distinguishing feature of a Gorilla Game sector is that one of the participant's proprietary approach became the dominant standard.
OK, how do you explain the underperformance of many companies who would have been called the Gorillas and Kings of their day?
Examples: Amdahl, Atari, Borland, Cray, Digital, Iomega, Lotus, Polaroid, MITS, Netscape, Novell, RCA, Teledyne, US Robotics, Xerox, Western Digital, WordStar, Zilog.
Can it be demonstrated that crossing the chasm -> terrific investor returns without invoking the usual examples (MSFT, INTC, CSCO, etc.)? |
