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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Apollo who wrote (36335)	12/10/2000 9:45:06 AM
From: Mike Buckley	Read Replies (1) of 54805

Apollo, Regarding the six items you listed about Intel, most of them are classic symptoms of an enabling gorilla in a mass market. When Intel had similar control over their value chain in the market's infancy, the company was too young to enjoy the benefits you mention to the extent that they do now. For the most part, the reason Intel currently enjoys those advantages now that their market is mature is because the company has been a Gorilla for so long in a market that has grown so much for so long. That's what sustainable competitive advantage is all about. An enabling gorilla's magnitude of advantage and duration of its sustainability are unmatched in a mass market such as Intel's. But technical proof of the proprietary architecture here on this thread has not been provided. I don't know what you're looking for. Using that as a criterion, I don't think it's been established for Cisco, Microsoft, Oracle, Siebel or any other company we discuss. Perhaps more important, if "technical proof" was staring the carpetologists of the world in the face, we wouldn't recognize it for what it is. --Mike Buckley

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