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: John Stichnoth who wrote (12488)	12/9/1999 2:35:00 PM
From: Apollo	Read Replies (2) \| Respond to of 54805

Terrific comments, John; thanx for reading my post and picking it apart <g>. My problem with them, like so many pure internet plays, is the looming competition from more mature players. Haven't both Intel and IBM announced and begun moving into this space? So, we have two gorillas trying to move against a king, I think. What happens when the Big guy steps in to claim a little guy's territory? IBM has not done very well in the PC competition with Dell, even tho' IBM was first and a zillion times bigger. How well will Intel do in the networking chip market, competing with the PMCS, Conexant, and the others? (I hold Intc, so I am hoping they step up to the plate) How well will Lucent do in networking equipment up against Cisco? Most people around here will tell you Lu isn't nimble enough (ie, small enough). So will EXDS be a Dell or Cisco, small enough and focused on its primary mission and hold off the Big Boys, with bigger pockets, but more distracted? I don't know, which is why King EXDS should be held lightly, and watched closely. I think Uncle Frank was right, in a case such as this, when he asked a poster if they knew their company's dates for reporting quarterly earnings. I would be totally devoted to EXDS on those days, searching for reductions in customer accrual, or reduced revenues. Stan

To: John Stichnoth who wrote (12488)	12/9/1999 6:19:00 PM
From: Uncle Frank	Read Replies (2) \| Respond to of 54805

>> IBM's gorillahood is very long in the tooth, of course, but they're still a gorilla aren't they? I don't see them as such. IBM's Gorilla period was during the main frame computer tornado, which was ended by a discontinuous innovation (minicomputers), which was in turn ended by another discontinuous innovation (PCs). In the PC arena, IBM began as King, but is now a lowly Prince Without Aptitude. They seem to be relying on the e.com arena for their comeback attempt as a Godzilla, but I fear they are handicapped by the many bricks they carry. jmho, uf