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

To: mtnlady who wrote (15544)	1/18/2000 3:01:00 PM
From: Uncle Frank	Read Replies (2) \| Respond to of 54805

>> Sometimes the line between king and gorilla get so gray The longer you play the Gorilla game, the clearer the distinctions will become, Mtnlady. A review of the fm or rfm may be in order. I find new clarity every time I open those worn pages, which is often. A read of Crossing the Chasm or In the Tornado may help as well. >> When does control of the market/infrastructure/pipeline equal gorilla status? To my way of thinking, never. I interpret these as King characteristics. The key is in barriers to entry. High market share coupled with high margins without barriers represent an irresistible lure for competitors. We've debated these issues on numerous occasions. It may be worthwhile for you to read some of our earlier posts to help solidify your grasp on the terminology. uf

To: mtnlady who wrote (15544)	1/18/2000 3:18:00 PM
From: mauser96	Read Replies (3) \| Respond to of 54805

>not to kick Moore but it seems the selection of the market to invest in< ...But that is exactly what the gg is all about. Page 151 of RFM "A tornado watch is a search for a product category, one that exhibits signs of being likely to undergo hypergrowth at some unspecified future time." Moore's book is deceptively simple, it takes more than one superficial reading to really appreciate it.

To: mtnlady who wrote (15544)	1/18/2000 5:24:00 PM
From: DownSouth	Read Replies (1) \| Respond to of 54805

mtnlady, I don't know if VRTS is a King. LGTO is certainly powerful, as are Intelliguard and CommVault. I looks like a Princely royalty play in backup solutions to me. JDSU is still a King, imo, but in an exploding market where only they have the manufacturing capacity to deliver and the only ability to deliver passive and active components. Don't see that (their kingliness and their advantageous position) changing for a while. I don't think we need a hybrid between King and Gorilla. The lines are pretty clear. What is difficult is getting to the information that let's us easily put a company in the right genus. Some want to call JDSU a Gorilla because it acts like one and feels like one. That's because circumstances are favorable for JDSU right now. A change in circumstances, which will eventually occur, will make it plain that JDSU is not a Gorilla, imo. Good call on OCLI, but for every good call "with your gut", I have experienced at least three bad gut calls. Not good odds. The diligence is worth it. I believe that your idea of picking a market and then the gorilla/king candidate is exactly what Moore prescribes, btw. TRFM Oage 151: "A tornado watch is a search for this type of product category, one that exhbits signs of being likely to undergo hypergrowth at some unspecifiable future time." So, you see, he is suggesting we find a market category first, then look for the contendors.