Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Uncle Frank who wrote (36102)	12/7/2000 12:43:16 PM
From: Mike Buckley	Read Replies (2) \| Respond to of 54805

Frank, My research didn't yield any references to the network effect in the GG. I couldn't find specific references to it either in the few minutes I spent trying to do so. You're probably aware that there is no reference to it in the index. My experience is that the index is often less than helpful. I will be both shocked and apologetic to realize that I first learned somewhere other than in the manual that the value of network effects increases to the extreme rather than reverts to the mean. Regardless of where I learned it and whether or not Moore discusses it in those terms, I believe that Cisco, Intel, Microsoft, Siebel, Oracle and all the great Gorillas have gained sustainable competitive advantage partly from the network effects. That's because the network effect is what the value chain is all about. Frank and Eric, Have you read "Network to Net Worth?" --Mike Buckley