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

To: Bruce Brown who wrote (25913)	6/6/2000 11:26:00 AM
From: tekboy	Read Replies (1) \| Respond to of 54805

<<I never really thought there was any question that i2 was the gorilla of SCM. Maybe reading it in a book will solidify your thoughts>> nah, I prefer reading it in a Hunt Report... :0) I think it would be a good idea for someone on the GG listserve to press Moore directly on a couple of points related to the new book. The first is the godzilla/gorilla question: has he really dropped the separate category that he proposed in the last book? what does he mean by saying that Amazon is a gorilla? The second point is the reference to Nokia, Ericsson, Motorola, and TI as "gorilla leaders" in "wireless telephony." Not only is this directly contradicted by the later reference to Qualcomm, but it flies in the face of the obvious royalty-game nature of the handset market. Me, I think the second is just a sloppy mistake, but I'd like official confirmation of it... tekboy/Ares@givenawaytwocopiesofthenewbookalready.com