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


To: Michael H who wrote (36439)12/11/2000 9:32:43 PM
From: Rick  Respond to of 54805
 
As the hint I dropped last week was met by stunned silence I assume it's too early to change anything. I'm, however, open to improvement/changes to the FAQ, so if a ground swell for change develops I'm ready.

- Fred



To: Michael H who wrote (36439)12/11/2000 9:59:02 PM
From: Uncle Frank  Respond to of 54805
 
>> the GAP is not present in the six criterias

As I see it, the 6 criteria listed below are the characteristics that make a company a Gorilla, and thus are useful in predicting a candidate's nature.

1. Discontinuous innovation
2. Proprietary open architecture
3. High barriers to entry
4. High switching costs
5. Strong value chain formation
6. Tornado market extant or foreseeable

The GAP is the result of a company being a Gorilla, which is also true of high gross margins and deep market penetration. They are of use in measuring a Gorilla's progress to maturity once it has been identified.

I'm open to discussion if you disagree with my logic, Michael.

uf



To: Michael H who wrote (36439)12/11/2000 10:23:35 PM
From: Mike Buckley  Read Replies (2) | Respond to of 54805
 
I have seen you did not add the seventh gorilla characteristic (compelling customer problem to be solved or compelling reason to buy).

Michael,

I'd rephrase that to be a customer problem that is so painful that the customer is compelled to buy.

Not having read that part of the FAQ in a long time (sorry, Fred) I don't know the context of the "six gorilla characteristics." But I wouldn't consider that a characteristic of a gorilla. Instead, I'd consider it a prerequisite that must be in place for a tornado to form. As Luke Lamar tells us, if the customers aren't in enough pain while doing without the product, the tornado isn't going to happen.

--Mike Buckley