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

To: BDR who wrote (36642)	12/14/2000 3:21:02 PM
From: Eric L	Respond to of 54805

Dale, << I guess nobody reads (or at least understands) TRFM >> ... even Geoffrey Moore. In the sidebar of the Red Herring article you linked is a link to an article by Moore published about 6 months after "Gorilla Game" was first published: >> Gorillas Or Kings? By Geoffrey Moore August 1998 issue redherring.com << In the article Geoff says: Kings also enjoy market-share leadership in hypergrowth markets, but, unlike gorillas, they lack the leverage of proprietary architectural control. Examples of Kings include 3Com, with network interface cards; Seagate Technology, with disk drives; and Compaq Computer, with PC's. At the time that he published the article Compaq was marginally ahead of Dell in market share in PC's, and Dell was rapidly overtaking them. So much for the "properly with two-times lead or better over its closest competitor" distinction". Perhaps Moore meant to say PC servers rather than PC's (he described Compaq as King of PC servers in both the manual and the revised manual) ... but as we have noted before, he is inconsistent, and sometimes seemingly careless, in applying his own terms. - Eric -