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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: erickerickson who wrote (39614)	2/22/2001 10:20:19 AM
From: Mike Buckley	Read Replies (1) of 54805

Erick, The link to the Microsoft piece wasn't working due to a temporary glitch at the Fool. I haven't read their latest report (available only by subscription), but I am aware that a couple of quarters ago Microsoft had only 1% growth from internal operations depending upon the definition of internal growth. All of the concerns expressed by lots of people here about Microsoft's sustainable competitive advantage (or rather, the lack of it) in the post-PC era remain a yellow flag for me. --Mike Buckley

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