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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Jean M. Gauthier who wrote (6548)9/19/1999 7:38:00 PM
From: LindyBill  Read Replies (2) of 54805
 
Beta vs VHS, VHS won even though it was crap compared to Beta.... GSM, or GSM+ (whatever it is called), could win against CDMA-Qualcomm.

Yeah, Jean, the only real worry is execution. But, when I worry about it, I think of two things.

1: Mike's answer to your post, that we don't even need Europe to have an enormous Gorilla.

2: Microsoft in the late '80's. At the time, the lock they had was not as apparent as it is now, by far. Everyone at the time thought things were up for grabs. IMO, Softy was really not as in as strong a position in 1988 as Q is today, by far.

I just got back early from my dance weekend, (had to abort Portland, the fire sprinklers came on in the ballroom there Sat afternoon and ruined the place for the weekend.) and found 77 posts ready to be read on this thread.

I thought, "Oh, God, everybody had a chatty weekend", but when I read them, I found the noise level was practically nonexistent! A few to many people telling us who wonderful we are, but, other than that, everything was spot-on!

You know, we are pretty damn good here!

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