As I stated, Citrix isn't a gorilla yet, but it has the potential to become one.It is an enabling technology, and dominates it's little market niche. However, since Citrix makes possible the idea of multiple inexpensive computers using different operating systems to function as well as more expensive systems, it has enormous potential. The big "if" is whether the market wants this sort of solution. If it does CTXS could develop into a gorilla. Time will tell, and at this stage there is a lot of guesswork involved . However at this same stage is when you can make the big profits. When I started buying Intel in the very early 1990's it was at the same sort of early stage development and it wasn't at all clear that it would dominate. Dominant leaders are not necessarily gorillas. Almost every industry group has a dominant company, but true gorillas are rare.
Barnes and Noble and Borders are far bigger (sales) than Amazon, and they actually make money. Just MHO, but I am sure that Amazon doesn't meet the gorilla criteria in the book. I think books are always better than tapes except for light entertainment, and unless the tape contains over 300 pages worth of material,it has been abridged, and you are missing something that your competitors (other market participants) have access to. The lack of an index on a tape means you can't easily find something of interest and it becomes almost useless as a reference.
BTW, a couple of gorilla candidates mentioned in the book are Scopus and Seibel who have now merged which should make them even stronger. Moore was wrong about Vantive, it is being crushed by competitors.
Cisco is already a Gorilla, in fact it is used as Case Study #2 in the book. Buy it and read it, it will be the best $26 you ever spent.
good investing |
