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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Doren who wrote (38060)1/16/2001 6:54:23 PM
From: Mike Buckley  Read Replies (2) of 54805
 
Doren,

That the net will be a truely worldwide desktop, complete with databases that dwarf current databases.
Can anyone comment on the implications of this?

That's exactly why Softie's .Net initiative is their next try at a discontinuous innovation. If a sufficiently strong value chain rallies around their .Net platform, they've got a slam dunk. It's a big "if" but a wildly successful one if it works.

--Mike Buckley
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