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

To: Apollo who wrote (6870)	9/23/1999 11:54:00 AM
From: LindyBill	Read Replies (1) \| Respond to of 54805

Gilder is good, but you have to remember that he put Java on the map, and is a little over enthusiastic about it. Java has a fatal flaw as a Business language, IMO. From what I have read, it is a translation program. The first thing it does is translate everything it runs into Java and then back out. It is generically slower than Microsoft because of this, and can never run as fast.

To: Apollo who wrote (6870)	9/23/1999 3:01:00 PM
From: Jill	Respond to of 54805

Stan, thanx, was discussed on MSFT thread...doesn't seem as big a threat as Gilder says

To: Apollo who wrote (6870)	9/23/1999 9:24:00 PM
From: Thomas Tam	Read Replies (1) \| Respond to of 54805

Don't think Softie has much to fear yet. Although, Sun will no doubt take some market share from MSFT, the magnitude of this loss I believe will be relatively small in the short term (2-3 years). With their huge penetration in most markets/businesses for productivity software, the costs (time and $) to switch operating systems and retrain general workers would discourage most businesses from immediately changing. Sure the cost of StarOffice will be nearly zero, but to upgrade computer systems to Linux and then train people to use it will require some time. In this every changing world, time is a precious commodity that businesses do not want to waste upgrading. However, newer skilled workers will undoubtedly test these cheaper alternatives like Linux/StarOffice and as such, will slowly erode into MSFT market share. In the meantime, it appears MSFT is aware of this change in environment and have their hands in just about everything, given the cash cow they have developed. Whether its wireless with Q or cable with AT&T, to bandwidth with GBLX, the number of businesses that Gates has entangled MSFT with will delay any possible demise. Is there anything wrong with being 100% MSFT? I have a hard case arguing against this philosophy, except that 30-40% annual returns are not enough. Pretty greedy, eh? However, until I RTFM, I could never achieve this return with a trading mentality. So holding Q, selling Q puts, and buying Q calls, unloading the dead chimps that I've accumulated over the years. Later