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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Apollo who wrote (36452)12/12/2000 10:10:54 AM
From: Judith Williams  Read Replies (1) of 54805
 
Apollo--

Intel, the super king?

Your post hits all the key points I have been struggling with for my JDSU network report. Market dominance for both Intc and JDSU seemed to warrant some special attention. It also struck me that both are heavily committed to manufacturing. Categorizing gorilla/king may be more complicated when the company is a supplier to OEMs. Standards of excellence or dependability in their respective product lines becomes key, not just breakthrough technology. Both lock-in customers with best-of-breed, but the measure includes all sorts of non-technological factors. This point is perhaps even more critical for JDSU, since its products often go underwater and no one want to fiddle with faulty hardware in undersea pipes.

But they also aggressively pursue r&d, perhaps too much in our minds at the incremental rather than the discontinuous level, which makes leaning toward kingship easier.

Perhaps we should have another category--the kind of power an Intc or a JDSU wields has to do with deliverability, being designed into the basic process, and scale. The sheer size and capital investment make barriers to entry high. How about emperor? Emperors are acquisitive and could very well morph into gorillas by carving out a niche within their diverse holdings. Were JDSU to come up with the building blocks for an optical router/switch module for a customer like Sycamore (which does no manufacturing and depends on suppliers' r&d), I would hazard that it would begin just that kind of morphing.

--Judith
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