Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Dinesh who wrote (12863)	12/16/1999 9:11:00 AM
From: Mike Buckley	Respond to of 54805

Dinesh, My only comment was that in its current form it does not seem to be a gorilla potential because it is not spawning new value chains. Only until a better thing comes along, we bow to Citrix. Isn't that true of any discontinuous innovation? Until a better one comes along that displaces it, no new value chains are formed. If you're suggesting that the most important part of the Citrix business model is that it is essentially a one-trick pony, I agree to a certain extent. It's pony works across all platforms, making it one helluva trick. To put my thinking about that in perspective, Qualcomm is not a one-trick pony, but the part of the business that causes me to invest in it -- CDMA -- makes it a one-trick gorilla. HDR may some day be its second gorilla trick, but for now there's only one. --Mike Buckley