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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: BDR who wrote (30144)8/21/2000 12:55:30 AM
From: Mike Buckley  Read Replies (1) of 54805
 
Dale,

I'm interested in responses to your question about whether the e-book market will become a gorilla or royalty game. I think it's far too early to know right now with any reasonable degree of certainty. My thinking is that we need to keep an eye on how the products and the market develops.

Depending on how the OS evolves, at least that part of it could become a gorilla game. But there are no guarantees. Even so, we'll need to be careful about what we call an "e-book" in the context you're mentioning. As an example, we know personal computer manufacturers aren't playing a gorilla game though we also know that the companies selling an operating system to be used inside them did (are.)

--Mike Buckley
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