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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: thecalculator who wrote (37610)1/7/2001 10:02:16 PM
From: Mathemagician  Read Replies (1) of 54805
 
And I'm giving you key information to discern the emerging Wireless GORILLA coming out of the shadows...

Have you RTFM, the FAQ, or even the thread header?

The only key information we are interested in is (from the revised Project Hunt format at siliconinvestor.com

1. Where does the technology fit in - the technology layers we are most often concerned with are (from bottom to top): semiconductors, hardware, systems software and applications software. The first 3 are enabling technologies. (note: since it is more important for standards to be established in enabling technologies, gorilla power is much more potent there, and chimps have a lesser chance of survival. In applications software many vendors can prosper besides the gorilla.)

a. is there a discontinuous innovation? proprietary open architecture?

b. does it have the potential to grow into a mass market phenomenon, become a standard

c. are there high barriers to entry and high switching costs?

d. have value chains developed?

e. have they crossed the chasm (the chasm is the point where the visionaries (early adopters) begin to lose interest but the pragmatists (the herd) have not yet adopted the product. No gorilla game begins until the market has crossed the chasm. just on the other side of the chasm is the bowling alley - the beginning of the mainstream market. In the bowling alley market niches begin to adopt the new technology.)

f. existence of hypergrowth (the Tornado is a period of hypergrowth that coincides with the first surge of mass market adoption of a new technology, the tornado occurs when the pragmatists stop hesitating and rush to adopt the new technology en masse. This hypergrowth is often in excess of 300% per year)

Take the time to answer these questions to the best of your ability and you will most assuredly have a much more positive experience here.

M
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