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: Thomas Mercer-Hursh who wrote (36317)	12/10/2000 12:24:53 PM
From: saukriver	Respond to of 54805

Thomas Mercer-Hursh, Agreed, even Intel does have control over the PC chip architcteture, even then it would not be a gorilla in any market outside of PC chips. This is similar to Mike Buckley's point that a gorilla can be a gorilla in one market, king in another, prince in yet another. When we speak about gorillaness, we need to be careful about what market we identify the gorillaness. E.g., QCOM would be gorilla of CDMA, but perhaps not (or perhaps not yet) a gorilla in the market of location idnetification services. Your phrasing that the issue is control of the IP (not the form of license or ownership of the IPR) gets to the substance. That seems quite useful. Company X could own essential IPR or acquire that essential IPR by an exclusive license. Either way, it might obtain control over the IP; the form of the document is not as critical as the extent a company controls the IP. saukriver