Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: James Sinclair who wrote (7910)	10/8/1999 10:50:00 PM
From: Rick	Read Replies (3) \| Respond to of 54805

"So I guess the question for 1999 then becomes are there any current gorillas that are viewed so negatively by their customers that the customers will welcome an alternate choice if one were available?" Microsoft. Fred

To: James Sinclair who wrote (7910)	10/9/1999 9:19:00 AM
From: Apollo	Read Replies (1) \| Respond to of 54805

Jim: the question for 1999 then becomes are there any current gorillas that are viewed so negatively by their customers that the customers will welcome an alternate choice if one were available? 1. as a non-techie, MSFT and Windows......hence, excitement about Linux.....before I get flamed, we owe Gates and MSFT a great deal for propelling the PC industry, and perhaps more...but for shear animosity, I would pick MSFT.....ever try to get them on the phone for technical support? The inability to reach them without overcoming many hurdles reeks of an imperious attitude. 2. James, your contributions are excellent and substantial, and I would like to extend our appreciation from the Roundtable. You're one of a growing group of new-bloods who are RTFM, coming out of lurk mode, and helping the rest of us with your insight.. Strong work. Stan

To: James Sinclair who wrote (7910)	10/9/1999 10:17:00 AM
From: Grantcw	Read Replies (1) \| Respond to of 54805

James, Interesting thoughts on Xerox, but I don't know if you can call Xerox a gorilla. Seems like they were somewhat of a box maker (though a much bigger box than the pc) with no competition, a la a king. Was there a value chain built around Xerox's product? Were other companies building products that could only work with Xerox's proprietary product? From the story, it looks like Xerox started off with a royalty game, which is good, but I don't think that qualifies them in the same realm as Cisco or Microsoft. See ya, Grant