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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (36092)	12/7/2000 12:31:25 PM
From: Judith Williams	Read Replies (1) of 54805

Another approach would be for those with interest in the "network effect" to repopulate the Godzilla thread. Due to differences in metrics and risk between Gorilla gaming and Godzilla gaming, they don't belong necessarily mix well. Gorillas and Godzillas don't mix well. But the conclusion is muddy. Network effects are not proprietary to Godzillas and discussion of them should not be banished to a defunct thread. In fact, network effects seem to be most secure and potent in pongoid territory where they reinforce the value chain and create the phenomenon of "increasing returns." By contrast, instead of Metcalfe's law, which holds that the value of the network is proportional to the number of nodes it connects, many of the Godzillas tend to follow DeLong's law--in building a network, valuable connections tend to be made first. Looking into network effects on this thread gives us another angle of purchase from which to assess how well management is doing in pursuing a gorilla strategy. A recent example would be TXN and QCOM's deal where 1+1 has the promise of producing more than 2. --Judith Williams

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