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Technology Stocks : Gorilla Game -- Ignore unavailable to you. Want to Upgrade?

To: t36 who wrote (76)	4/11/1998 12:40:00 AM
From: Mark Brophy	Respond to of 387

The book is obsolete. The premise of gorilla formation is a proprietary advantage with high switching costs. Customers have become accustomed to the scam and no longer fall for it. A good example of this is the recent TCI set-top box contract that was split between Sun and Microsoft. Since customers have become smarter, Moore found it very difficult to identify any new gorillas other than I2 and Manugistics. Despite recent stock market reaction to the contrary, he specifically ruled out Yahoo. All they really do is produce content like a magazine or newspaper. There are no entry barriers or switching costs, so they will constantly be up against fierce competition.

To: t36 who wrote (76)	4/12/1998 12:08:00 AM
From: Larry Ames	Read Replies (1) \| Respond to of 387

"can you name another stock that could be a gorilla..what about emc?? thanks sue" Sue, EMC is indeed a very successful company, but IMO it's built its fortune on superior execution and marketing. Great products, industrial strength, but today, not proprietary advantage. They're working hard to build EMC unique software and capabilities around their storage. My sense is that the market penetration is not there yet. Just finished Gorilla Game .... great book, fits my style. Larry