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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: JRH who wrote (8195)	10/12/1999 10:18:00 PM
From: JohnG	of 54805

JRH On PHCM Surviving Long Term. In theory and practice, if they have no Patent Protection, they can be a sitting duck. I think the NOK's of the phone world would be very leary of allowing MSFT be the one to knock them off. Also, IF ( & I don't know) they give software to phone makers and get fees from servers, there is no way a MSFT will convince all the phone makers to change software unless there is some distinct advantage to be had. Thus, they may have more control over the standards than did NEtscape (remember, MSFT bundled Explorer with Windows and made it soo easy to switch--and got in trouble but it was worth it). No conclusion here because I don't completely understand their business model. JohnG

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