Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (12091)	12/5/1999 3:42:00 PM
From: gdichaz	of 54805

Mike: Your points are well taken and perceptive IMO. Reminds me of the old days on the AOL/Fool networking thread. The thin client / fat server discussion there led to my personal interest in Citrix as the only thin client software supplier I could find in those days. Now wireless phones, PDA's, and palmtop/laptop computers are the hardware for the thin client and the software is supplied by the Q and others in combination. This is why my great interest in handhelds. This is where the wireless/internet nexus is going IMO. Don't care much about the fine points of the discontinuous / continuous debate. Whatever this is, it is a major major change in the real world of access to the internet by wireless. The point is this is a potentially fruitful area to look for royalty IMO. And looking for royalty is likely to be much more interesting these days than trying to find a new gorilla. Agree with LindyBill. Let's get going on the royalty hunt. Cha2 Just to start off, I will nominate Sun Microsystems which has several royalty elements within it. It is a sort of one company royalty basket.

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