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: areokat who wrote (27397)	7/7/2000 11:59:20 AM
From: tekboy	Read Replies (2) \| Respond to of 54805

<<After reading TRFM again for the third time and studying Christensen's book I'm starting to think that the bed rock of the gorilla game is found in "Competitive Strategy" and "Competitive Advantage".>> then you should definitely pick up Living on the Fault Line, which deals explicitly and extensively with those subjects and fully integrates Christensen's work as well... tekboy/Ares@Sgt.ShultzonQCOM:Izeeenahtheeeng.com

To: areokat who wrote (27397)	7/7/2000 3:09:21 PM
From: michael_c	Read Replies (1) \| Respond to of 54805

As a Porter fan I would suggest you read "Competing on the Edge: Strategy as Structured chaos". Porter's five forces model and even his value chain model apply to more mature and slower growing industries. The book I recommended suggests that strategy evolves. You don't simply analyze the market, set a perfect strategy, and then execute. Mike