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

To: Greg Hull who wrote (18695)	2/25/2000 2:10:00 AM
From: Mike Buckley	Read Replies (3) \| Respond to of 54805

Greg, Are you saying that ball-point pen and roller-point pen manufacturers are each in a Gorilla Game? No. Sorry that I confused you. I used that analogy only to show that two different architectures can accomplish the same end result while using different means. In that context it doesn't matter whether it's low-tech, no-tech or high-tech, much less gorilla game or royalty game. BTW, could we use ink jet and laser printers in your example? Maybe. I don't know how a laser printer applies color to paper. If it uses lasers instead of jets to transfer ink to the paper, your analogy is a good one. Another example would be two ink-jet printers, one that uses four colors of ink and the other that uses six colors of ink. What would be an example of a Monkey? AMD. Monkeys make Gorilla-compatible products that compete with the Gorilla purely on price. Would it matter if another vendor came out with a switch that used a shared-memory architecture similar to Brocade's? How does that make it more or less of a GG? I don't know anything about shared memory. If shared memory is a proprietary process that vendor would be an additional gorilla candidate in the gorilla game. If it licensed Brocade's proprietary processes, it would be playing the monkey role in the gorilla game. If shared memory is a non-proprietary process which Brocade dominates, the other vendor would play either the serf or prince role, depending on relative market share. If no other switch vendor appears are Brocade and Ancor immediately crowned Gorillas (or whatever the investing procedure is) in their respective games? Not necessarily. The first thing that has to happen is a tornado has to form. If no tornado forms, it will be a game of proprietary architectures with no gorilla. If no tornado forms, it's because neither company formed a strong enough value chain; tornados don't form without such a value chain rallying around at least one product. As an example, Citrix is the dominant player by a huge margin in their field. Yet Luke Lamar is very concerned that no tornado will form. Even if a tornado does form, it doesn't necessarily produce a gorilla. Remember that all gorillas are spawned from tornados but not all tornados spawn gorillas. Don't be thrown-off by all of these questions. I really am going to help with some of the work real soon now. In the mean time, toss me a life saver. I'm drowning. :) --Mike Buckley