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: Tom Chwojko-Frank who wrote (28337)7/19/2000 3:54:10 PM
From: Mike Buckley  Read Replies (1) of 54805
 
Tom,

the book says not to sell a Gorilla until a proven threat is shown. Is Microsoft its own worst enemy right now? I'm very unimpressed by WinCE

One way to look at it is that Microsoft is the Gorilla of a particular type of OS, the laptop and desktop OS. It's a different OS that is used in handheld devices and, thus, a different gorilla game.

Using that scenario, Microsoft will remain the Gorilla of the desktop and laptop OS. The question then remains as to what the growth will be for that industry.

If you believe that the handhelds will replace significant portions of the desktop and laptop products, you could look at it that the handhelds themselves are discontinuous products, and thus, their operating systems are the discontinuous innovations that might become the proven threat to Microsoft's desktop and laptop OS.

--Mike Buckley
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News