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

To: gdichaz who wrote (13803)	1/2/2000 1:01:00 AM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Cha2, I believe this is at least our third "Happy New Year" salutation to each other. May there be many more! Does this thread confine itself to the original and ignore the revision? That is the way I interpret the idea that any Godzilla discussion belongs on the "other thread." While most of the Godzilla discussions are taking place on the other thread, I don't equate that with ignoring the revision. Off the top of my head, I believe Bruce has been the leader in making the most comparisons between the two versions. His posts about those comparisons have been well received. ...but it was pulled together by Geof Moore as overall editor, no? I have no idea. Is that information in the book, the website, or a by-product of the list-serv? Will be most interesting to see what the version next year contains. Is there a commitment to print a revision again next year? --Mike Buckley

To: gdichaz who wrote (13803)	1/2/2000 3:15:00 AM
From: donnacat	Respond to of 54805

Hello -first post and a question for help -I would like to know where to find this second thread based on "Godzilla" and the new chapter. I did a search on the site (SI) and could not find it under name of Godzilla. Thanks for your help.

To: gdichaz who wrote (13803)	1/2/2000 10:43:00 AM
From: Eric L	Respond to of 54805

Cha2, << Does this thread confine itself to the original and ignore the revision? >> Chaz, thats a good question. I'd appreciate others point of view on this. Although the concepts are the same in both versions there is significant tuning in the RFM and it changes the slant somewhat on some of the issues that are addressed on this thread in addition to the Gorilla v. Godzilla differentiation. I've just started to backtrack to the FM and try to satisfy myself exactly what changed original to revision. The revised edition of "Chasm" was a bit more helpful in this regard since it contained a fairly good (although brief) summary of what had changed since the original publication 9 years earlier. << One of the most interesting aspects of the "revision" is that it shows every sign of being a work in progress which was cut off due to time constraints. >> That was my reaction, as well. Happy New Year. - Eric -

To: gdichaz who wrote (13803)	1/2/2000 5:00:00 PM
From: Theophile	Read Replies (1) \| Respond to of 54805

Yes, the Godzilla revision in the Gorilla Game appeared to be written to meet a deadline, but as well there was little additional material at the time that could be included without speculating into the future too far. Geoff Moore is involved in VC group, I believe ICGE (B2B) is part of the VC holdings, and he is writing from personal experience in the evolution of the Internet space. Geoff claims to draw from many sources for his ideas, does not pretend for a moment he is the source of several of his more profound concepts i.e. price/sales much more important than price/earnings in evaluating performance of startups, esp. in internet/high tech spaces....many times he stresses high tech not his bag, had to ask for help in determining underlying fundamental Gorilla status for QCOM, went to buddies at Phoenix and inquired re the IPR for QCOM, but also used his gglistserve group as resource for more global info on QCOM, and even term Godzilla was sourced from listserve members after he asked for good name to differentiate Internet Gorilla-attributes without proprietary technology lock in, just "stickiness" attributes that serve as lock in. Other attributes eg value chain, market dominance still essential to Godzilla. His ability to see the forest and all the trees that contribute to the forest landscape, and the ecosystem interdependence of the forest vegetation is what allows him to pull together the multiple authors, their special areas of focus, and put it into a book that gives the global picture of investing in high tech. As you say, maybe his position in the future might be more of "editor" , but right now he is much more author than editor, and he is adamant about giving credit to those that contribute to his book, his perspectives or his knowledge. He lays no claim to what is not his own. Hope that helps. Martin Thomas