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

To: techreports who wrote (38013)	1/16/2001 2:42:02 AM
From: Uncle Frank	Read Replies (2) \| Respond to of 54805

>> Well, MSFT is not a gorilla then. They never posted 100% YoY growth Would you be addressing revenue (not profits) growth from OS, or the total company? Mr. Softee is the Gorilla of PC OS, but garnishes a large chunk of their revenues from other quarters, such as productivity suites. >> what standard does NTAP control? How can they be called a gorilla with only 60% marketshare? Just as in the case of Cisco, the answer is in the software, not the hardware. I could bungle my way through a response, but Galahad will do a much better job of it. >> Just like Dell is a king, yet a company like JDSU (which is a king) seems to have higher BTEs. Dell is not, and never was, a King. It is a Prince. At no time has Dell been the largest player in the box sector, and it has certainly never had 2X the market share of its nearest competitor, the requirement for coronation. >> My brother says he LOVES the IPG. He has experienced a few outages where the IPG doesn't work and it drives him nuts... My son has developed the same addiction, and keeps insisting I buy a satellite system with an epg so it will be convenient for him to surf the tube when he visits. Fat chance <lol>. uf

To: techreports who wrote (38013)	1/16/2001 8:34:10 AM
From: DownSouth	Respond to of 54805

Well, MSFT is not a gorilla then. They never posted 100% YoY growth.. That sounds like a tornado to me. in my opinion, the most important thing is the ability for a company to grow at a high growth rate for a extended period of time. INTC has averaged 40% earnings growth for 15 years. That's what creates monster stocks.. Maybe a "monster stock" (which is not defined in our vocabulary), but such growth does not define a gorilla. It defines a tornado from which kings and gorillas may or may not emerge. btw, what standard does NTAP control? How can they be called a gorilla with only 60% marketshare? NTAP owns the ip to a disruptive innovation. The ip creates the bte and the market is in a tornado. 60% of what market? IDC says its the NAS market, but that is ill-defined and the way to measure sales volume in that market is ill-defined (take EMC Cellera sales for example--A Symmetrix is required for Cellera to work.). During a tornado, 60% is a very healthy chunk. Of the Content Management/Distribution market, no one has measured NTAP's share. It's the difference between saying "I own this bridge. If you want to cross, you have to pay be a toll", and saying "I control the car architecture. If you want to drive across that bridge, you have to buy my radio and tires along with a car". GMST's patents are so broad, your bridge analogy doesn't hold up. GMST own's the toll machine. Not the car and not the bridge. For anyone to collect from cars crossing the bridge, they have to pay GMST for use of the toll machine. Their patent is so broad, it covers all toll machines that are used on bridges. Just like Dell is a king, yet a company like JDSU (which is a king) seems to have higher BTEs. Dell was never a king. Dell was only a Prince. Dell controlled no IP that created BTE. It controls no architecture. It was the WalMart of PC mfg/distribution.