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

To: Don Mosher who wrote (38889)	2/4/2001 9:56:53 AM
From: rushnomore	Respond to of 54805

Don. Excited to hear of your dream vacation. You will be missed here. I am impressed with your willingness to put forth so much effort to contribute to our discussions, and only wish that I could contribute 1/10 as much. Bon voyage.

To: Don Mosher who wrote (38889)	2/4/2001 10:14:58 AM
From: Mike Buckley	Respond to of 54805

Enjoy the vacation, Don! --Mike Buckley

To: Don Mosher who wrote (38889)	2/4/2001 10:33:06 AM
From: Apollo	Respond to of 54805

Don: Well, after all the thinking & writing you've done, you deserve a vacation. <g> I've printed out your entire Network series, and will study it during the plane trip out West next week. Your efforts are much appreciated. Best to you and your wife, from the G&K forum. Apollo

To: Don Mosher who wrote (38889)	2/4/2001 12:13:15 PM
From: Judith Williams	Read Replies (1) \| Respond to of 54805

Don-- Buon viaggio! Talk about enabling technologies. The Q sending you to Bali. I've been mulling over your thoughts and the thread responses, but am still muddled. One thought does occur to me about "virtual" network effects. While the word virtual puts me off, there is something embedded in the idea that deserves more attention. Almost by default the thread has come to equate network effects with the value chain. I think the context may be somewhat broader when one considers the "eco-system" concept underlying network effects and the notion of critical mass or punctuated equilibrium that drives any tornado. Take CSCO. In the current Fortune Khosla reiterates the proposition that the silverback can look forward to a leisurely stroll down Main Street with 30 to 50% YOY growth rates. Looking at network effects in a broader context might raise some concerns. The impact a Gorilla exerts is not just its dominance, but the perception of that dominance. This effect works both within the value chain and within the investing community. A whiff of vulnerability and the jackals start circling. A case in point is the reaction to CSCO's recent announcement of the OC-192 series, meant to put whipper-snapper Juniper in its place. I don't know enough about the technology to differentiate Junos from the OC-192 12000 series, but I venture to say in the not too distant past the announcement would have been interpreted as an obituary for Juniper. Something has changed and that change has taken place in the "perceptual" network. --Judith

To: Don Mosher who wrote (38889)	2/4/2001 2:30:26 PM
From: Thomas Mercer-Hursh	Read Replies (2) \| Respond to of 54805

Your statement that "network effects occur when one has a network'' appears to limit networks to physical networks only. Not at all. To me the issue is one of connectivity. Three of the common connectivity patterns are star (all talking to one), linear (each talking only to neighbors), and many to many. Only the last of these provides exponential gain in value from linear expansion in number of nodes.

To: Don Mosher who wrote (38889)	2/4/2001 4:16:37 PM
From: areokat	Respond to of 54805

Don Have a great vacation. I too am studying your NE report which is why I haven't chimed in. Thanks for all your work on wind. Looking forward to your return. Peace be with you. Kat

To: Don Mosher who wrote (38889)	2/4/2001 5:29:20 PM
From: EnricoPalazzo	Respond to of 54805

I will not be posting again until April. My wife and I are preparing for our retirement dream vacation, made possible by our profits in Qualcomm. We are going around the world, cruising from Hong Kong to Athens through the Suez. Oh la la... sounds wonderful. Have a safe journey. I'm sure you'll tell us all about it (in tremendous detail <g>) when you get back. Having only had time to glance at your WIND network report, I like what I've seen. Looking forward to reading it, when I get the time. I guess I have til april now... ardethan@bonvoyage.h20