SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Gorilla and King Portfolio Candidates
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: johnzhang who wrote (11935)12/4/1999 6:17:00 AM
From: gdichaz  Read Replies (1) of 54805
 
John: Strongly encourage you in starting a "handheld" gorilla game patterned after Mike's Front Office game.

Will try to add some ideas and contributions from time to time.

If you are as diligent as Mike is, then you are looking ahead to a good deal of research, work and thinking.

All good.

The scope of the game itself is the place to begin IMO.

Handhelds range from phones to PDA's to miniscule computers such as the equivalent of laptops on a scale to be held in the palm. There is much flailing around right now on whether people will prefer to carry one comprehensive device or a couple (or more) specialized ones. The jury is out on this and we will probably not know how this will go for a year or two at least. Altho the result will probably be the usual - a mix. Different people will prefer different ways of dealing with mobile access to data and the wireless/internet nexus.

So that is a point to consider in choosing the companies you include.

And I for one recommend that since the final configuration is up for grabs, that components or elements of handhelds be included.

This would include Psion as you suggest, but also Phone.com which is the intellectual force behind WAP. Phone.com is much more than a browser as you probably know. And its acceptance is pervasive - a who's who of companies.

Palm Pilot is the quintessential handheld but so are the wireless phones. How to handle the wireless phones is worth some thought.

A key question is whether to include broad companies such as 3 Com which has Palm Pilot within it now and the phone equipment suppliers such as Qualcomm. And if so how, with what weight?

Good luck.

Mike makes monthly reports which reflect considerable analysis on his part. Do you plan to follow that pattern?

Good luck.

Cha2
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News