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

To: Walter in HK who wrote (6533)	4/2/1999 1:10:00 AM
From: Bob Rudd	Respond to of 78525

Walter, referring to Porter <<Did you read it, and what did you, actually, get out of it?>> Yes, Competitive Strategy, "What is Strategy" essay and several other pieces. What I got out of them was an organized way to look for and at competitive issues facing an enterprise. Competitive pressures not merely from similar rival firms as is traditionally viewed, but from suppliers, customers, substitute products. How information can change competitive dynamics. On and on. Everybody crunches numbers to analyze companies [Well they used to anyway] but Porter's ideas are helpful in understanding the difference between a company that may have a sustainable advantage and one that is enjoying a brief spot of luck in an otherwise rat eat rat competitive existence that will ultimately kill profitability.