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

To: Apollo who wrote (39998)3/5/2001 10:28:43 AM
From: Mike Buckley  Read Replies (1) | Respond to of 54805
 
Apollo,

why does Geoffrey Moore label [Peregrine] a potential gorilla candidate?

The company has proprietary, open technology. DS tells us there are high switching costs (though low barriers to entry.) Your friend at dinner thinks the company has crossed the chasm. Moore believes the company is the dominant leader of asset management software and that a tornado might form though DS disagrees on that last point if I remember correctly. If all that is true, how could Moore not think Peregrine is a candidate?

--Mike Buckley



To: Apollo who wrote (39998)3/5/2001 2:27:38 PM
From: DownSouth  Respond to of 54805
 
why does Geoffrey Moore label them a potential gorilla candidate? Is he an egghead, and doesn't have the benefit of seeing its services in the marketplace, or is there another reason?

Pick one:
a) he has a consulting contract with PRGN
b) he wants a consulting contract with PRGN
c) his ability to use his own paradigm has not gotten any better
d) he invested in them
e) all of the above


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