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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: EJhonsa who wrote (31482)9/12/2000 1:58:48 PM
From: Mike Buckley  Read Replies (1) of 54805
 
Wind's view of the operating systems on 3G phones is that they'll be nothing more than thin-client browsers with some sparse, pre-installed software by which one can access network apps. So they think that they don't need a hige third-party developer base, they don't need apps that can be bought off store shelves, and so on. This stance as just as flawed as Larry Ellison's "the network is the computer" vision.

Gorilla Gamers of all people should be able to see the evident risk in that strategy. The value chain is EVERYTHING to a technology company basing its business model on a proprietary product. To ignore it isn't suicide, but it is a self-determined strategy that will prevent them from being #1 over the long haul in their market.

--Mike Buckley
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