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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: 100cfm who wrote (37219)12/30/2000 4:30:00 PM
From: Thomas Mercer-Hursh  Read Replies (1) of 54805
 
I think you are confusing the difference between a customer who hates it's Gorilla but does business with it because it has to, with a customer who hates the Gorilla and goes a more expensive and inferior route rather then to do business with the Gorilla.

How so "confusing"? Yes, it is always a possibility that the prospective value chain will take the stupid route rather than give in to the gorilla, but do you really think that is likely to happen here? To have that happen here would have to imply that there won't be much pressure from the consumer for high data rate services and that the competitors act so completely in concert that *no one* offers a higher performance service which provides a compelling advantage. I find this unlikely. On either count.
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