Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (1030)	4/4/1999 7:33:00 PM
From: gdichaz	Read Replies (1) of 54805

Mike: Hey, with it at last. :-) No way could I come close to the cogent analysis and detailed run down you just did. Being proud of you is an understatement. :-) Of course, with our long term relationship I have to comment. As you would expect, that the Q can not match the grey gorillas is - how shall I put it - a mote in the eye of a clear thinker. Let's face is squarely. No way do MSFT or the other greybeards come even close to the Q's control of an exploding area. Tried to stay away from that sort of comment to keep the peace on this thread - but that has to be said. Even my long term grey gorilla Cisco suffers in comparison. And Intel ain't no gorilla, nohow no longer if ever. Therefore my suggestion is that the Q is the newbie in the gorilla fields and Cisco is its grandfather or grey eminence. No other company comes close. And apologies for mentioning MSFT. As you know I consider Sun Micro the future and Microsoft the past. Citrix a side bet. All because fat server / thin client is the real world now. Cheers. Thanks. And respect. Chaz too (as I am known here) :-)

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