Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: techreports who wrote (38013)	1/16/2001 2:42:02 AM
From: Uncle Frank	Read Replies (2) of 54805

>> Well, MSFT is not a gorilla then. They never posted 100% YoY growth Would you be addressing revenue (not profits) growth from OS, or the total company? Mr. Softee is the Gorilla of PC OS, but garnishes a large chunk of their revenues from other quarters, such as productivity suites. >> what standard does NTAP control? How can they be called a gorilla with only 60% marketshare? Just as in the case of Cisco, the answer is in the software, not the hardware. I could bungle my way through a response, but Galahad will do a much better job of it. >> Just like Dell is a king, yet a company like JDSU (which is a king) seems to have higher BTEs. Dell is not, and never was, a King. It is a Prince. At no time has Dell been the largest player in the box sector, and it has certainly never had 2X the market share of its nearest competitor, the requirement for coronation. >> My brother says he LOVES the IPG. He has experienced a few outages where the IPG doesn't work and it drives him nuts... My son has developed the same addiction, and keeps insisting I buy a satellite system with an epg so it will be convenient for him to surf the tube when he visits. Fat chance <lol>. uf

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