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

To: Uncle Frank who wrote (35472)	11/27/2000 11:41:49 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Frank, Don't you understand that I want to go through my slides instead of having this discussion with you? :) Dell, Compaq, HP, and Gateway each have patents, but boxmaking is a Royalty Game. You're right, of course. (It's been awhile so enjoy it. :) Let's back up. In my first post about the subject I referred to the proprietary architecture as an abbreviation of a proprietary, open architecture with high switching costs. Sorry that I wasn't more precise. My point is that there can be some markets with proprietary, open architectures with high switching costs in which there is no gorilla. Too bad I can't think of any examples :), but in theory I believe such markets are because the switching costs aren't high enough, because the bowling pins fell in such a way that no single vendor gained control of the architecture, or both. Regardless, I believe the discussion is largely academic. If Moore were more precise in his terminology we might have come to a definitive conclusion last time around. He isn't so I don't think we will this time around. Leave me alone, Frank. :) --Mike Buckley