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Hello GGers:

I just finished tuning into the Radio Show and listening to Geoffrey Moore's interview. I should say that Mr. Moore was very engaging on the radio. He spent a little bit of time talking about GG concepts such as technology adoption cycles and tornados.

Our very own Bruce Brown asked him a question about how to invest in the B2B space. Mr. Moore answered that the space was undergoing a tornado, and that he saw a lot more profits for the sell-side marketplace than the buy-side marketplaces.

He also talked about Microsoft and how as a Gorilla it was struggling to find its place in the internet space. He went on to say that it is a bit harder for established Gorillas to enter new markets (discontinuous innovation sectors?) because of difficulties finding partners due to the reaction from companies that have built defense mechanisms against Gorillas to try to reign in their power.

Mr. Moore spoke about AMZN also describing their land grab during the tornado and acknowledging that they are the Premier Brand in the e-tailing space, but that right now no one knows how to put a price on being the Leader in e-tailing. He advised Bezos and companies to keep tightening the screws to reach profitability and to concentrate in international markets where the internet space was much more fluid. Once the internet space internationally solidifies it will be much harder to acquire those customers.

Mr. Moore rated Larry Ellison a sell (personality-wise?), but he said that people that bought him would make much more money than him. He also likes the Napster technology in terms of venture capital funding as a "crapshoot".

Mr. Moore talked about new concepts from "Living in the Fault Line". He emphasized the concept of having businesses increase competitive advantage by concentrating on core areas of business.

Core areas are those that relate directly to increasing shareholder value and profits and therefor increase your competitive advantage. R&D into pump lasers at JDSU would be core area for example.

In contrast to core areas, concept areas are ones that don't help you increase competitive advantage.

He talked about the premium being afforded to startup companies in terms of how much higher the core to concept ratio was as compared to mature companies where there was much more concept (sales, marketing, other noncore expenses). Startup companies are spending all of their money on core areas that increase their competitive advantage (all new technology).

All in all it was a great interview, although too short. I wish they could have dedicated a whole hour to him.

Here's the link to listen on the internet to the radio show (the archived version should be available later this week):

If you stick around and listen after the Moore segment, you'll here me ask a quick question about YHOO relating to a bet Tom and David have regarding the performance of AMZN vs MSFT for a five year period starting in October 1998 (David is winning for now).

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