The Thread Formerly Known as No Rest For The Wicked Message Board

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Strategies & Market Trends : The Thread Formerly Known as No Rest For The Wicked

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To: Tim Luke who wrote (4956)	1/4/1999 10:08:00 AM
From: Lane Hall-Witt	Read Replies (1) of 90042

I'm definitely looking for AAPL to develop a portal strategy -- makes all the sense in the world to leverage its fanatical user base. I'm convinced it'd be a great idea for DELL, CPQ, and other major Wintel box makers to investigate this, too; but the obvious drawback for them is MSFT's own portal ambitions. I can't see MSFT giving in easily if its box partners all began to develop radically new portal strategies. It's a tough call. But I like your general thesis that the box makers should be thinking portal. I agree with Devil's Advocate that SEEK is unlikely, unless DIS has a complete change of heart. I'd look at XCIT as a takeout possibility.

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