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

To: DownSouth who wrote (20410)	3/17/2000 8:21:00 AM
From: John Stichnoth	Read Replies (2) \| Respond to of 54805

As far as morphing into a Gorilla, this is discussed often, but no example of a King becoming a Gorilla (in the same market) has been spotted yet. This may be the wrong question. The issue isn't the starting position of the company pre-gorilla, it's the introduction and acceptance of the proprietary technology that defines its emergence. For instance, Cisco got its IOS to be the standard, defining its Gorilla status. Oracle got its database accepted as the standard. And, Microsoft imposed its Office solution in gaining domionance. In each case, the companies moved from first among equals (in its sector) to dominant status. In theory, a King's position should give it an advantage in introducing proprietary solutions. A King's position certainly shouldn't be regarded as a disadvantage in a sector that might be moving into a Gorilla Game. As for JDSU--The question is whether a GG can emerge at all. In the past, the incumbent telcos have been very strong in insisting on open, interoperable standards. Best, John