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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (12501)	12/9/1999 8:10:00 PM
From: John Stichnoth	Read Replies (1) of 54805

Hi, Frank. Re IBM's pongidity. I know we've alluded to a disagreement on this before, but I think our difference is not so important, because we get to about the same place. I think of IBM as a gorilla of mainframes even today. The power of the mainframe has lessened because its "centralness" (is that a word?) to these companies' operations has been supplanted by minis. But, mainframes are still there. And IBM remains the dominant player in them. This is relevant mostly in relation to evaluating these companies' strengths in going after new arenas. IBM successfully leveraged their mainframe position into dominance of the services business among the Fortune 500 (as King of course). That position in turn gives them strength in going after the "e" stuff, again in that same business group. It's a heck of a niche with which to cross the Chasm, wouldn't you say? Best, John

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