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

To: Don Mosher who wrote (38778)	2/1/2001 7:49:23 AM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Don, Does the concept of "network effects" add value to our analyses of gorilla games by identifying the dynamic driver of an inflection point in product adoption in the TALC (Technology Adoption Life Cycle)? Heck if I know. It's really embarrassing that Project Network was my idea yet I've contributed nothing and I still haven't set aside the time to read any of the first three reports. My immense thanks to you, Judith and Aerokat for bringing home the project. My thinking is that the reports simply can't be of any harm and there is a possibility that they bring a lot of good to the thread. My hunch is that while Project Hunt reports will always be widely perceived as being immensely valuable, the Project Network reports will be important to a smaller group of people. However, because that smaller group is especially interested in that particular way of looking at companies we examine, they can indeed be much appreciated. In the very least, I've gotta believe that the person who takes the time to do the research and write the report will nearly inevitably be the better investor after having done that. --Mike Buckley

To: Don Mosher who wrote (38778)	2/1/2001 10:58:21 AM
From: Judith Williams	Read Replies (2) \| Respond to of 54805

Don-- To me Hunt reports go hand in hand with Project Network. Network effects can go either way. Metcalfe's law does not have to prevail. There can be diminishing returns in a network where every addition brings fewer incremental returns. Network effects, from my somewhat practical orientation, gives us more purchase on a gorilla's dominance. They flush out the Why and the How. In his most recent posting on Gorillahood and the reasons for the demise of Godzilla, Geoff Moore seems to be saying explicitly that network effects may produce a geometric increase in the members of the network without yielding any appreciable returns. This, I suspect, has to do with the cloudy vision of GAP and how solid the network will be in the future. That, in fact, was one of the goals behind Project Network--to see if network effects operated differently in the various places where gorillas or wannabes hang out. --Judith