Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: tekboy who wrote (26229)	6/12/2000 7:06:00 PM
From: Eric L	Read Replies (1) \| Respond to of 54805

Tek, Re: "gorilla leaders" Well, "Living on the Fault Line: Managing for Shareholder Value" arrived today, and I have given it a quick scan. One of these days, I'll start a more comprehensive read. I turned immediately to page 100 and the list of "gorilla leaders" in 13 technology categories that we dialogued about recently. I then scanned Chapter 3 ("Competitive Advantage") and Chapter 4 ("Living on the Fault Line"). I was pleased to see that both chapters referred to the gorilla advantage of controlling a proprietary open architecture, and value chain formation. Chapter 4, defines "a leader", "the leader", and "the dominator", as they apply to the bowling alley stage of the TALC and he defines again and embellishes upon the primate and royalty families (categories of leaders) when he discusses the Tornado. As you noted, this is a book aimed at corporations that manage for share holder value (and may have to defend against gorillas), rather than investors per se. My take away, on Moores use of "gorilla leaders" on page 100 is that he was not as careless as I initially assumed. I think he uses it as a hybrid term for gorilla, king, or any market leader as you pointed out and since this list is placed before the definition of various categories of market leader, and the intended reader may never have read Gorilla Game. I think we on this thread will get some use out of the book to supplement our discussions, much as we do with "Inside the Tornado" For Cha2, Moore even alludes to the deployment of FUD as a competitive response used "to prevent a disruptive technology from forming a new value chain to go after their markets". <g> - Eric -