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

To: Will Lyons who wrote (53688)	3/20/2003 7:39:59 PM
From: Eric L	Respond to of 54805

What is a Gorilla? Will, << I would appreciate hearing from the various members of this thread re your current discussion over what is a gorilla? >> The definition of gorilla has not changed since this thread was started. The definition of a gorilla and the competitive advantage of gorillas can be found on pages 47 to 62 (in Chapter 3) of the revised edition of Moore's "Gorilla Game" (the RFM) or on pages comes from pages 43 to 58 of the original edition (the RFM). A quick summary courtesy of Fred Manzo >> Gorilla = A company that owns the exclusive rights to a discontinuous, disruptive, innovation that the mass market must have, right now. They come in various types. For example, old "silverback" gorillas, such as Microsoft or Cisco, young gorillas (QCOM), and baby gorillas, such as [some believed way back when] Gemstar [and some now believe ARM Holdings (ARMHY)]. They develop in tornadoes, though not all tornadoes spawn gorillas. A Gorilla possesses all of the following characteristics: - Discontinuous innovation - Proprietary open architecture - High barriers to entry - High switching costs - Strong value chain formation - Tornado market extant or foreseeable << Gorilla candidates would of course possess all of these characteristics and traditionally it is incumbent upon the individual introducing a candidate for further discussion here to briefly discuss why he thinks the candidate has these characteristics. Other terms used in discussion here can be found at: xmission.com The thread FAQ and other material (some perhaps outdated) can be found here: xmission.com BTW: To move a post you should select the text of the original post, copy it to clipboard by simultaneously depressing the Ctrl + C keys, go to the thread where you want it moved to, start a new post, and simultaneously depress the Ctrl + V keys to paste the copied text to the post. Alternatively you can link to the original post by copying the URL from the address bar of your browser into a new post on a new thread. Best, - Eric -