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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Don Mosher who wrote (38778)2/1/2001 10:58:21 AM
From: Judith Williams  Read Replies (2) of 54805
 
Don--

To me Hunt reports go hand in hand with Project Network. Network effects can go either way. Metcalfe's law does not have to prevail. There can be diminishing returns in a network where every addition brings fewer incremental returns.

Network effects, from my somewhat practical orientation, gives us more purchase on a gorilla's dominance. They flush out the Why and the How.

In his most recent posting on Gorillahood and the reasons for the demise of Godzilla, Geoff Moore seems to be saying explicitly that network effects may produce a geometric increase in the members of the network without yielding any appreciable returns. This, I suspect, has to do with the cloudy vision of GAP and how solid the network will be in the future. That, in fact, was one of the goals behind Project Network--to see if network effects operated differently in the various places where gorillas or wannabes hang out.

--Judith
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