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Strategies & Market Trends : Buffettology -- Ignore unavailable to you. Want to Upgrade?

To: James Clarke who wrote (916)	1/3/1999 4:30:00 PM
From: Shane M	Read Replies (1) \| Respond to of 4691

Jim, On the Gorilla game. Yes, while the book goes through several cases of evolutionary steps in gorilla games (CSCO and ORCL are two I can recall), I think it is still yet to be determined whether the analysis hasn't benefitted too much from hindsight. On the boxmakers - compaq and dell. These would not be considered a potential gorilla. Gorillas require proprietary technology and high switching costs. In the book, Compaq and Dell are relegated to another class of producers called "Kings" and "Princes". Kings and Princes dominate primarily through efficiency, but must constantly innovate to stay on top of the game. Because of this, the market position of Kings is always under pressure, and must be watched more closely than a Gorilla which has a nearly unassailable position. Shane