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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: tekboy who wrote (8425)	10/18/1999 2:56:00 AM
From: Bruce Brown	Read Replies (1) \| Respond to of 54805

Interesting read from the manual's main author: -------- Subject: RE: gorillagame Digest #459 - 10/15/99 From: "Geoffrey Moore" <geoffmoore@chasmgroup.com> Date: Sat, 16 Oct 1999 08:20:35 -0700 Gang, My read on the enterprise applications space in the Internet era is that the pre-Internet gorillas and chimps retrofitting their software to the INternet have a big edge over the new Internet-emerging application vendors, largely because of advantages in established brand, distribution and support reach, and domain expertise. Where discontinuous innovation does have the advantage is in the creation of digital marketplaces and exchanges. In that regard, the current issue of Red Herring is an absolute must read. These exchanges, I think, will operate according to Godzilla Game principles, and I think this is where a lot of the future of gorilla-game style investing will center. The Internet, in other words, is a tornado context, but what it is spinning up is service-centric, not product-centric, winner-take-all competitions. Geoff ----- Any discussion? BB