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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: carranza2 who wrote (47616)	10/7/2001 12:38:23 PM
From: Eric L	Read Replies (1) of 54805

c2, << Your thoughts are spot on if architectural control is the sine qua non of gorilla-hood.>> While not the only characteristic ... without proprietary control of an architecture there is no gorilla. Lots of chimpanzees have proprietary control of an architecture. << perhaps there is more to it than that, i.e., control over value chains, etc., >> There is, and formation and control over value chains is right at the top of the list, along with high switching costs and barriers to entry ... "but that control, in turn, has its roots in what the high-tech community calls architecture ... proprietary ... open ... its interfaces are published ...the architecture is under the control of a single vendor, in this case the gorilla." [Page 48 of the old manual (Chapter 3, § 3 Understanding Gorilla Power: Proprietary Open Architectures with High Switching Costs). << I'm not a GGamer. >> You would make a good one. Gonna have to send you a copy of the manual that you can read on your trip to Luxembourg. <g> - Eric -

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