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Strategies & Market Trends : Gorilla Game Investing in the eWorld
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To: Uncle Frank who wrote (1014)12/16/1999 12:42:00 AM
From: Mike Buckley  Read Replies (2) of 1817
 
Frank,

Wanna debate?! :)

So when a chimp attacks the gorilla, everyone in the marketplace - the customers, the service providers, the complementary products providers - all have the same response: Shoot the chimp!

Yes, but ...

It's possible that we should consider the handheld operating system a gorilla game separate from other operating system games. If that's the case Windows CE has no leverage to exercise. And if that's true, it's not a matter of the Palm OS being a chimp that is attacking Microsoft the Gorilla. Instead, it's a matter of two wannabe gorillas duking it out to the top of the mountain.

If all of that is a reasonably accurate scenario, Palm's market share will be very, very tough to undue. On the other hand, we would have said the same thing about Netscape's share of the browser market.

This gorilla game of handheld operating systems will be fascinating to watch as it evolves. I think we'll likely learn much from it. For those who might not want to buy a basket of the two because Microsoft doesn't offer a pure play, or for those who don't want to choose the likely winner, Citrix becomes especially appealing because their role in the game makes them a winner regardless of who wins the operating system game.

Uh oh. How did I manage to slip that in about Citrix? :)

--Mike Buckley
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