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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Uncle Frank who wrote (36119)12/7/2000 2:37:30 PM
From: Mike Buckley  Read Replies (2) of 54805
 
Frank,

but imho it would be more appropriate on the G&K thread if that analysis focused on its significance to Gorilla or King companies.

That makes a lot of sense. But only to a point.

Bruce mentioned that he likes to focus on the members of the value chain of the G&Ks he invests in. How could anyone logically and effectively refute the efficacy of Bruce's thinking about that? It would be difficult to think of a G&K company that doesn't have Yahoo!, Amazon, eBay or AOL in its value chain. To appreciate how network effects inures to the benefit of a particular member of a G&K's value chain also helps us appreciate the significance (or insignifcance) that might apply to the particular Gorilla or King in question.

The reason I got excited about including Yahoo! in the reporting process is because an understanding of that company arrived at using "network metrics" might paint the clearest picture of the topics covered by those metrics. That sort of understanding might make it easier to appreciate how the same metrics are applied to a company such as Siebel (as just one example) that is different from Yahoo! in that it doesn't maintain a network as its core operation.

--Mike Buckley
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