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

To: voop who wrote (21059)	3/22/2000 9:41:00 PM
From: Uncle Frank	Read Replies (2) \| Respond to of 54805

>> As such, any discontinuous innovation in electricity should be perfect for GG discussions. There isn't any discontinuous innovation in electricity involved, voop, just a different way of generating the same old electricity we've been using. Fuel cells aren't a new invention; they've been around for decades. They just haven't been financially practical. My take on it is the companies that are improving fuel cells are working on a continuous innovation. The bigger issue is I don't think the power generation sector is one we could analyze using GG tools. jmho, uf

To: voop who wrote (21059)	3/23/2000
From: chaz	Read Replies (2) \| Respond to of 54805

Voop, mebbe so, but I think what the RFM chart was doing was to show where the RFM's interest is and isn't. I used to have a similar chart that I showed to advertisers (and their ad agencies in particular most of whom didn't have a clue about tech companies) that helped them see where their client fit, and where the customers came from. I had electricity at the bottom as well...20 years ago! Generating electricity in a new way is not going to change electricity. Think about it...we've got turbines in dams, wind machines in California, stand-by generators run by diesel engines in hospitals, batteries in your flashlight, and the electricity they make is all the same. If one of these were brand new today, would you want the thread to focus on it? Only, me thinks, in the case of batteries. Show me a laptop with a smaller battery...or a longer lasting battery...then show me the patents, and maybe it would make sense...if there was a bunch of design wins, and a positive revenue stream, and royalties, and value chains, and so on and so on. Long way to go. Very premature at best. Chaz