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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: kumar who wrote (23392)4/24/2000 6:34:00 PM
From: saukriver  Read Replies (1) of 54805
 
Geoffrey Moore recently suggest that MSFT is a "contained gorilla"? (That may be in Chapter 13 of the 12-chapter edition. <gg>. BB cross-posted this discussion at Message 13332861 I thought you thereafter responded that you believed Microsoft's cash and investments might mitigate its containment and/or that there was no proven substitution threat.
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