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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Judith Williams who wrote (44818)7/23/2001 11:37:02 AM
From: Mike Buckley  Read Replies (2) of 54805
 
Judith,

I don't understand the questions in the last paragraph

That's interesting, especially considering how well you answered them. :)

I looked at the revenue numbers for last quarter and wondered whether the momentum was slowing and the tornado would be need some time to gain full strength--given the macro environment and IT spending.

Last week I brought up a related subject that leaves me with a lot more questions than answers. If the IT spending reduces the strength of a tornado to the point that it is no longer in tornado-like growth, what are the implications?

Does it mean that a tornado has ended and, thus, that the dominant vendor is crowned the gorilla? By virtue of the fact that it would be impossible for a #2 vendor to take over the lead without the winds of a tornado, that interpretation seems plausible.

Does a cessation followed by a later increase in wind speed mean that a hurricane would be a better metaphor than a tornado? A hurricane can lose windspeed to the point that it is no longer classified as a hurricane and is instead classified as a tropical depression. In the right conditions (such as when it is over water), the tropical depression can later gain wind speed and be classified once more as a hurricane.

My point is that I don't remember the authors addressing the impact of a general economic condition on a tornado. I hope that's a new subject they address in their upcoming revision. Surely this isn't the first time in the history of high technology that tornados have been interrupted (temporarily or permanently?) by an economic condition that is more powerful than the tornado itself. I'd like the authors to put recent events in some sort of historical context.

--Mike Buckley
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