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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 5:19:46 PM
From: Judith Williams  Read Replies (1) of 54805
 
never claimed to the the sharpest knife in the drawer

Any sharper and we'd have to run for cover.

Project Network originally included YHOO to see if we could identify whether there were substantial differences in its network effects vis-a-vis those exploited by the Gorillas and Kings that will be covered in the other reports.

I think it was clear from the YHOO report that it enjoys some network effects by virtue of the eyeballs it attracts, but that its business plan in its current iteration does not cement a value chain in RFM terms.

I found this perspective useful. Critical mass with retail customers or users may not be enough to engender network effects in an advertising-based business plan of what is basically a non-tech, consumer-oriented company. The situation is also very different, as DownSouth and Mike Buckley, will no doubt contend, from the ways in which network effects play out in a NTAP, SEBL, or even JDSU.

--Judith Williams
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