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

To: DownSouth who wrote (12483)	12/9/1999 1:27:00 PM
From: gdichaz	Read Replies (1) \| Respond to of 54805

DownDouth: Fair enough. For large companies and at the servers can see that MSFT has major advantages, especially with the integration of Outlook w/Exchange server - and making PIM-E mail an integrated application. As you say this is a powerful approach. And I think you are probably right that the Q would be beyond its core business trying to supply client/server apps. And of course you work with much of this in your day time job, so you know about it much better than I could from afar. Do think the Q is working hard on data. And in that process is very interested in beefing up the nexus or joining point for CDMA wireless and the internet and that Eudora may be a start at the other (non wireless) end of that. I may be totally and completely wrong on that. Just speculation on my part. But having observed the way the Q's management approaches its business - looking ahead - and the breadth of vision - I thought that Eudora might be an entry point here. The reason I responded was that I see Eudora as a useful part of the Q's "core" as it is moving forward to make data key and the connection to the internet key. So I thought I should say that getting rid of Eudora since it was not part of the core (thinking of wireless as core) would be a mistake. Suggest we watch developments on this and see what happens. Best. Cha2