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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: straight life who wrote (13603)	12/31/1999 7:54:00 PM
From: johnzhang	Read Replies (1) of 54805

RE: Handheld G&K Game questions You say Palm is facing a tough fight against Symbian (Psion?) in the OS wars (only 16b vs 32b), yet you call Palm a handset OS gorilla and have no position in Psion. You use Nok as a proxy and therefore have two handheld OS gorillas? Is it because Psion is traded in London? What devices are currently powered by Epoc? And, in any case, isn't it too early to declare a gorilla? Might it evolve instead into a royalty game, at least initially? Sorry about the misunderstanding. I only said that Palm is fighting with Symbian for the handheld OS gorilla position. Using the basket method, I included both companies in the Handheld G&K Game. Since Symbian is still private, and I didn't find an easy way to track the price of Psion (31% owner of Symbian), I doubled up position on Nokia (23% owner) with intention of switching to Symbian when it becomes public. (For those who are interested in knowing how companies were selected for the Handheld Game, here is the link to the post: siliconinvestor.com Regards, John

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