To: Ausdauer who wrote (14129 ) 8/22/2000 10:06:42 PM From: Jason W Respond to DOES SNDK OWN CF? DOES SNDK OWN THE RIGHT TO THE 50 PIN FORMAT? DO THEY OWN THE "SLOT"? CAN SOMEONE ELSE CREATE A DO-HICKEY OF THEIR OWN TO INSERT INTO THAT "DE FACTO" SLOT AND NOT INFRINGE ON ONE OR MANY OF SNDK'S PATENTS?So as the de facto standard, in other words, the gorilla sees lots more deals than any of its competitors p.49The industry position of a gorilla, its status and therefore its power relative to other gorillas, is directly proportional to the number of purchases it can influence. The more purchases it influences, the more power it has. p.68-69Customer power is particularly important in markets that have not quite made the tornado. At this phase, the ability to go straight to the customer and stimulate demand is a huge competitive advantage, and even big established enabling-technology gorillas will come courting to gain a foothold in the new marketplace. p.74As long as the market is isolated from other markets, these advantages result in dramatic competitve advantage, raising the valuation far above the others in its category. p.77In the stock market's most basic terms, a gorilla looks like a very hot company in a very hot category, and its price gets bid up. Nevertheless, we are going to suggest the market undervalues just how hot this gorilla is p.87 In the case of high tech, the market currently has a very weak idea of the tornado, one that is distorted by ideas that are pertinent to other types of markets, but not high tech. As a result, the market has an inadequate mechanism for pricing the net present value of future tornado events into stock valuations. Investors with a clearer idea of the tornado should be able to outthink, and thus outreact, the market provided they are armed with...Decison models...research practices...
