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

To: Don Mosher who wrote (32503)	9/28/2000 10:28:18 AM
From: Mike Buckley	Respond to of 54805

Don, We only have to agree that looking at concepts and models of network effects might help us in finding companies that have a sustainable competitive advantage that stems from network effects. Exactly! That, first and foremost, is the primary goal of the project at least as I see it. I believe that it is best to do a prototypical network company [such as Yahoo!] first. Then, go on to illustrate how these concepts apply to more familiar product companies suitable for gorilla gaming. If you're willing to be the first one up to bat, I think that's a marvelous idea. The reason I like the idea of Yahoo! being the first report is that almost all of us are familiar enough with it to easily relate to it. We may be more intimately familiar with some gorillas and kings, but there are probably only a few companies that the mass readership in this folder has actually used their product or a competitor's product. In other words, most of us have been a member of the network or a competitor's network. I suspect that Yahoo! is one of those few companies. --Mike Buckley

To: Don Mosher who wrote (32503)	9/28/2000 10:36:38 AM
From: Judith Williams	Read Replies (1) \| Respond to of 54805

Don bootstrap excellent suggestion. This will be an evolving effort--some things will work, be fruitful, for some companies and not others. It will be helpful also to build not just a working glossary, but a bibliography. Yahoo is shockingly alien I thought so too until I took the RuleMaker seminar and began to appreciate Yhoo's also shockingly light business model. There is a wealth of material on Yhoo in that seminar. Perhaps Mike or Bruce might be able to steer you to it as a starting point. Regards, Judith