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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: MileHigh who wrote (18710)	4/9/1998 7:37:00 PM
From: Adam Nash	Respond to of 70976

I disagree. I think based on the analysis in the book, Applied is a "King" company, not a Gorilla. The King, Price, Serf hierarchy mimics the Gorilla, Chimp, Monkey hierarchy in industries with no proprietary technology advantage. I think AMAT is a King because it is clearly the marketshare leader, but it's customers are not locked in down the pipe. IE, if Lam has better next-gen tech, then they might sell more, etc. I'm only half way through the book, but it would seem to make CPQ and DELL "Princes" (although they seem to be the ones vying for Kingship). Rambus has the technology edge, but it cannot be a Gorilla because it doesn't make anything, it just licenses it's technology. It needs to have a product to truly tornado and build a full ecosystem that supports them.