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

To: LindyBill who wrote (12014)	12/4/1999 10:56:00 PM
From: Mike Buckley	Read Replies (2) \| Respond to of 54805

Lindy, The seminal dividing point is that a Gorilla has a monopoly, and a King does not. Maybe in some cases, especially the enabling technologies, but not true for applications technologies. An applications gorilla will typically have "only" 30% - 40% of the market, not usually thought of as a monopoly. The word, "monopoly," doesn't appear in either manual's index. Are there any implications about that? See my next post for the official roll-out of our very own G&K version of the game, Monopoly. but this was always a hardware monopoly, and could be copied immediately. I'm not an expert on this subject but I don't think that's accurate. As I understand it, the 1086 was Intel's proprietary architecture. Others arrived at competing proprietary architectures that rendered similar results, but they were not "copies" unless they were licensed by Intel, the owner of the proprietary artchitecture. But the pricing pressure they have undergone the last two years is a classic royalty situation. I disagree. The pricing pressure was indeed due to the threat of many discontinuous innovations -- the so-called Internet Computers and Network Computers that threatened the Wintel control of the market by reducing total cost of ownership. Can [a gorilla] be subjected to pricing pressure? Can the company be "commoditized"? Yep, but only by the threat of a discontinuous innovation. am I right on INTC? No. You need to take some time off and do some more dancing so you come back to your senses. :) Prove me wrong, people! I think I did. At least to my satisfaction. :) The above ideas are not LindyBill coming down from Mount Sinai with two stone tablets... Maybe not, but having seen you in a Zoot suit, I'd also love to see you in biblical garb. The Zoot suit pictures are great but they hide the legs, babe! :) --Mike Buckley

To: LindyBill who wrote (12014)	12/5/1999 1:49:00 AM
From: NY Stew	Read Replies (1) \| Respond to of 54805

LindyBill, This pricing pressure will not happen to MSFT, CSCO, GMST, or QCOM. It would take a major innovation to overturn them, as they are true Gorillas. Your inclusion of Gemstar comes as a surprise to me. Not that I disagree. Regards Stew

To: LindyBill who wrote (12014)	12/5/1999 11:05:00 AM
From: gdichaz	Read Replies (1) \| Respond to of 54805

LindyBill: As a relatively new person on the block compared to you and Uncle Frank, (can't say "kid"), since I only joined last spring soon after Mike came over from his Fool/AOL thread, I second your suggestion THINK TANK TIME. The timing is excellent, since we are scheduled to discuss and probably revise the G&K and Watch and Wait lists this month. The current version was pretty well set up before I arrived and the lists need reaffirmation and/or updating. And your suggestion that clarifying Kingness here could be a very positive and worthwhile activity here is right on the mark. I have struggeled with JDSU's kingness specifically and could use some help in clarification re just what it is that makes JDSU a king. It is either a very very strong king or a sort of hybrid. But in no way is it a godzilla IMO. Therefore this area of focus is excellent. Thanks for this initiative. Cha2 Of course I have a vested interest in JDSU remaining a King so it can still be the King in my One Gorilla, One King, One Godzilla game. The Gorilla slot is well occupied by the Q and no way is that an open position.