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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: techreports who wrote (44825)7/23/2001 12:46:50 PM
From: Wyätt Gwyön  Read Replies (1) of 54805
 
anthropologists have reported that natives in extremely remote areas recognize the coca-cola can. the point of this remark is not that these people are a target audience; it is a point about brand ubiquity that is hard to buy with money. i don't think Pepsi is nearly as competitive with coke abroad as in the US. just for example, coke totally dominates pepsi in japan, the most profitable market.

And what VC would gamble 5 billion dollars to unseat a major gorilla tech company?

you will notice i said 5 billion to unseat coke, not a tech co. it takes a lot less to attack a tech gorilla. just ask juniper. one of the better VC investments had to be Cerent. i think the VC put up 25 million or so and got a return of like 2.3 billion in crisco stock. hopefully they sold it high.

That could change. Microsoft probably wants to move to a ASP model where businesses rent Office over the internet for a monthly fee. Can you say recurring revenues?

the problem here is that there is nothing more for them add to basic business productivity software. this is obviously why they are moving to a different revenue structure (i do not buy their "less lumpy" BS; as a customer i'd be suspicious of this model, and i think that's what's driving sales of office ahead of the transition, thereby giving MSFT a slight revenue boost which the market hooted about). i think their recurring revenue model will be a flop except for big cos.
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