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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: James Sinclair who wrote (7019)	9/25/1999 10:47:00 AM
From: LindyBill	Read Replies (1) of 54805

MONKEY A company that makes the gorilla's product and sells it for less I should have said that Red Hat, selling Linux, and Sun, selling Java, were functioning as "monkeys" rather than chimps, James. Actually what I'm looking at is a scenario of incremental steps that could break Microsoft's gorilla status. Even if the scenario you propose happened, I don't think it would affect softy's Gorilla status. It will be interesting to see if Citrix wants to piss off softy by going in with Sun. I wonder if it would be worth Citrix's time to spend any effort on Java. Mike, on Gemstar's lawsuit status, the appearance of trouble there is certainly holding Gemstar back. I am not an expert on the suits, obviously. Your post strongly infers that you think they have crossed the chasm. Are you at that point?

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