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

To: Uncle Frank who wrote (36092)	12/7/2000 12:04:36 PM
From: Eric L	Respond to of 54805

Frank, << Another approach would be be for those with interest in the "network effect" to re-populate the Godzilla thread. >> I think that is the best approach. << Due to difference in metrics and risk between Gorilla gaming and Godzilla gaming, they don't necessarily mix well under the same roof. >> That is exactly why I think it is the best approach. - Eric@jmhotoo.com -

To: Uncle Frank who wrote (36092)	12/7/2000 12:06:54 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Frank, Another approach would be be for those with interest in the "network effect" to re-populate the Godzilla thread. Due to difference in metrics and risk between Gorilla gaming and Godzilla gaming, they don't necessarily mix well under the same roof. The primary difference between the thesis of network effect and the Godzilla effect is that the network effect applies to Gorillas and Gorilla candidates, whereas the Godzilla effect doesn't. Exploration of network effects is at the core of Gorilla Gaming and is mentioned often as part of the manual's foundation. The network effect most clearly inures to the benefit of investors because the value of the network effects reverts to the extreme, not the mean. --Mike Buckley

To: Uncle Frank who wrote (36092)	12/7/2000 12:31:25 PM
From: Judith Williams	Read Replies (1) \| Respond to of 54805

Another approach would be for those with interest in the "network effect" to repopulate the Godzilla thread. Due to differences in metrics and risk between Gorilla gaming and Godzilla gaming, they don't belong necessarily mix well. Gorillas and Godzillas don't mix well. But the conclusion is muddy. Network effects are not proprietary to Godzillas and discussion of them should not be banished to a defunct thread. In fact, network effects seem to be most secure and potent in pongoid territory where they reinforce the value chain and create the phenomenon of "increasing returns." By contrast, instead of Metcalfe's law, which holds that the value of the network is proportional to the number of nodes it connects, many of the Godzillas tend to follow DeLong's law--in building a network, valuable connections tend to be made first. Looking into network effects on this thread gives us another angle of purchase from which to assess how well management is doing in pursuing a gorilla strategy. A recent example would be TXN and QCOM's deal where 1+1 has the promise of producing more than 2. --Judith Williams