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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Apollo who wrote (3477)	7/6/1999 11:28:00 AM
From: LindyBill	Respond to of 54805

The G&K board is almost all "blue" this morning. I think July will be one hell of a ride for everyone here. We won't see too much out of IBM, SAP, or the box makers, but the rest of the board will be blue sky. All of you "dot-com" investors will be able to say, "we told you so!", but I would rather be in Q and Cisco right now. The Fed gave us the best of both worlds. A 1/4 hike to make the conservative types feel better, and a "hands off" announcement to give the rest of us room to run. By the time we get through earnings on Q, It is almost scary to think where we will be.

To: Apollo who wrote (3477)	7/7/1999 1:36:00 PM
From: LLCF	Read Replies (1) \| Respond to of 54805

Thanks for the excellent post by Gregg Powers...and keeping the Q "Kings and Gorillas" topic going. Can I make some observations? <I suppose an analogy would be that MSFT and INTC don't compete with boxmakers.> MSFT doesn't compete with "BOX makers" but they DO compete [MSFT] with vendors (end user software) which if I have the concept correct MAKES them a Gorilla [ie.they use Windows power to muscle other spreadsheet makers]. Otherwise they would be a King. In Q's case, if they just go after the ASIC market and drop end user opportunities, they may become the ASIC King, but won't have Gorilla power because they won't be involved in other areas of the food chain where they can throw their ASIC power around to their advantage. On the other hand, perhaps NOK,ERICY, & MOT will fight much harder for the ASIC market if Q stays in the end user market??? A final question... when people talk about Q selling the phone unit, are they really talking about getting out of the end user [all devices] market, or just what they percieve to be the "commodity" phone market?? Thanks in advance DAK