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

To: tfrugal who wrote (36199)	12/8/2000 9:57:40 AM
From: Judith Williams	Read Replies (1) \| Respond to of 54805

the G&K meme was firmly implanted in my mind The intersection of ideas here really is a paradigm shift. One of the reasons there is such parallelism between biology/genomics and the new economics/G&K is that both deal with self-organizing and dynamic systems, while the older economics tended to be linear/discrete (with a distaste for the exogenous) and treat return on fixed assets. This is, I think, the link from the stuff going on at the Santa Fe Institute and in Mauboussin's research to Moore's G&K thinking. Although M does not mention "network effects," those effects are implicit in his dynamic notion of increasing returns and the value chain. He's working from the same "mental model." --Judith Williams