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

To: Pirah Naman who wrote (27552)	7/9/2000 6:18:42 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Pirah, Would it be fair to say that, for an applications technology company, the transition from dominant chimp to gorilla is when the other chimps make their products compatible with the product of the leading chimp? First, let me try to convince you that there is no significant difference between an applications gorilla and an enabling gorilla other than that the enabler has more power over its value chain. I sense that you're looking for a bigger difference and there really isn't one. When we discuss that an enabler tends to have greater market share, it's because it has more power to obtain it and keep it. To answer your question, competing chimps generally don't make their software compatible with the gorilla. There might be some cases in which a dominating chimp of a niche market partners with the gorilla of the larger market, but it's not what we should be focusing on in this discussion. You'll have to run a specific example of that by me again for me to better understand what you're trying to get at. --Mike Buckley