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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: JHP who wrote (45035)7/31/2001 11:37:18 AM
From: tinkershaw  Read Replies (2) of 54805
 
This is the attitude that got my buddies killed in EMC!!!
>>To this day, I don't have the slightest idea about how Siebel's competitors' products compare to Siebel's products. And I don't care. Really. Truly.<<

JHP, this is not actually the case. If you look every storage stock that I know of got creamed, didn't really matter if EMC's product was better than IBMs or NTAPs. The whole market got trashed.

I think what Mike is talking about with Seibel (your referring to Mike?) anyways, is that given Seibel's market position one can deduce quite a bit without having to consumer test each and every product because Seibel brings more value to its products than just pure functionality.

As is often the case the extreme evidences the example. No one, except MSFT that is, ever claims that Windows is a great technological feat in comparison to other solutions out there. It just is the most valuable solution to have. So if I own Microsoft I don't care if Apple's system is not 10x better than MSFT unless it is so much better that it creates a discontinuous innovation that is crossing the chasm and will eat away the PC market.

So in this respect, for Seibel, as it is for MSFT, it really doesn't matter what incremental benefits the other players software may offer.

EMC is different, btw/ it is a royalty (or so seems the consensu) play. Which means it competes on funtionality, which makes it more vulnerable to incrementally better products from competitors than gorilla plays.

Tinker
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