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

To: JAPG who wrote (38925)	2/5/2001 10:45:08 AM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

JAPG, Thanks for your terrific post about network effects and Gorilla Gaming. I have a lot more fun disagreeing with Frank than agreeing with him :), but I've gotta agree with his thinking that it's really great having you around here. One point I'd like to mention: 1) IMHO the network is constituted “only” by: A) The installed customer base B) The value chain. ...Please note that type A usually has either a linear or a many to many connectivity and type B usually has one to many connectivity. Also the size of networks type A is orders of magnitude larger than Type B. I really got a lot out of that. Makes perfect sense to me. Thanks! I'd only like to remind everyone that, by definition, network Type A is a subset of network Type B. --Mike Buckley