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

To: techreports who wrote (51223)	5/4/2002 12:52:19 AM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

techreports, If I was alive in 1920 and I saw a Model T. I wouldn't wait for GM or Chrysler to offer a competing product. I'd look at the Model T and say, "Gee...I gotta get one of those." Your perception as a retail consumer would be different than your perception as a business owner. As a business owner, you might not be one of the first buyers of the Model T. You might want to see how well they hold up. You might want to see if the city improves or maintains the roads so the tires aren't ruined. When you see that other companies are building competing cars, that implies that a lot of your competitors are buying cars and creating a large enough market to support all those companies' cars. If you don't buy cars to deliver your products or to get your sales force in front of prospective customers quicker, you'll lose out to your own competitors. That's the sort of validation process that an increase in competition provides that benefits everyone, including the company that has the first-to-market advantage. And in Siebel's case, they're saying that ERM works because of blah blah blah. "We know because we use it." Now IBM is saying that it works because of blah blah blah. "We know because we use it." The more companies that say that, the more the product is validated. Remember that Gorilla Gamers are interested only in mass-market products. Though there will be more competitors, the pie is much larger because it's a mass market. --Mike Buckley