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

To: Eric L who wrote (51610)	6/2/2002 11:17:40 PM
From: paul_philp	Read Replies (3) \| Respond to of 54805

Eric, Very quickly the difference that I see between 'infrastructure' and 'enterprise' markets is that the former is a 'build it and they will come' market. The carrier's must build out a complete infrastructure before they start marketing a product to the consumer. There is no chasm between the early adopters and the pragmatists because there is no way to 'know' what whole product is needed. I include in my definition of whole product service offerings attractive to the end user and a profitable business model. In enterprise markets, the chasm and bowling alley are periods to mature the technology and build out the whole product based on customer experience. Infrastructure markets, it seems to me, go right from the lab to being built. Look at the broadband market. There is still no 'whole product' in sight. I am not suggesting none of the Gorilla Game principles apply. Perhaps they all apply and then some. As I said I have not done that analysis. However, just as the gorilla game does not directly apply to goverment and military/aerospace market, I don't think it applies untouched to infrastructure markets. This is not surprising since Moore never studied these types of markets. His whole model is based on his experience and study of the enterprise market. Paul