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

To: LindyBill who wrote (8001)	10/10/1999 5:33:00 PM
From: Jean M. Gauthier	Respond to of 54805

More about GMST, sorry about being off-topic re: MicroSoft... sorta <g> I have a question. Maybe 2... <g> Just where does MSFT fit in all this, with their future (IMHO) dominance of Cable/Set-top boxes with present & future WIN CE versions ? Will Win CE as the OS displace the gemstar , for lack of a better term, "GuideOS" or do they have an alliance with MSFT so that they leverage on each other ? I am essentially looking for somebody that could spoil the party for GMST. If Not, we may have a strong King or emerging Gorilla, as long of course as there is a tornado in IPG's/EPG's ? Do WE ? Take care Jean