question Denny. One I would love to have a
broad discussion about here. Rather than a
black-and-white lableling of Gorillas, I prefer to
rank companies in terms of Gorilla
believe Cisco has the greatest Gorilla power in the
Telecosm -- more specifically, Cisco's gorilla
power lies at the edge of the Telecosm as I believe
relatively dumb optical networks will increasingly
dominate the core.
I would probably place
Texas Instruments next. Although it is easier
to translate software from one DSP platform to the
other than from one microprocessor platform to
another, such a translation is still
I believe ARM also has a
healthy dose of Gorilla Power but it's not clear to
me that the PDA market is completely out of
the bowling alley yet. Perhaps MIPS has some
Gorilla power here as well in the set-top box/game
I think Qualcomm has some
Gorilla Power since they dominate CDMA
formats. However, their Gorilla power is not
very broad nor very deep. I would agree that
they might be more of a King with Patent
I'm not sure about JDSU
because of my lack of understanding of their
product line. It appears they are more of a
component provider than a system provider which
would tend to make them a King.
TERN is also tough for me
to peg. On the surface, they would seem to
have some Gorilla Power similar to QCOM.
However, I believe they have had to place their
S-CDMA in the public domain which means they have
given up control of the platform. If this is indeed
true, they look like more of a king.
Perhaps PALM could develop
into a Gorilla with its operating system platform,
but I believe they are still in the bowling
alley. Also, Microsoft has a shot with Pocket
PC as well as their set-top box technology.
However, Microsoft is facing trouble in their
existing Gorilla categories from both the
government and the Telecosm itself whic I believe
weakens their Gorilla power.
I think NOVL has a chance
of becoming a Gorilla, but they may never get out
of the bowling alley. Besides, they are a
"Storewidth" company, not a Telecosm
That's off the top of my
head. Any other candidates you have thought
- "Investing in commodity businesses may be
hazardous to your wealth."