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

To: johnzhang who wrote (12543)	12/10/1999 8:28:00 PM
From: Mike Buckley	Respond to of 54805

John, Good luck with your Handheld Game! Thanks for taking the time and energy of sharing it with us. I'm sure we'll learn from it (you) as time goes on. --Mike Buckley

To: johnzhang who wrote (12543)	12/11/1999 12:59:00 AM
From: Uncle Frank	Respond to of 54805

John, I'm very impressed with your contribution to the thread. Thanks for your initiative and hard work in setting up the hh g&k game. I can't wait for your first report. I'm not much of a short term prognosticator, but I'd venture that Q will be the largest holding in the portfolio within 3 months <vbg>. uf

To: johnzhang who wrote (12543)	12/11/1999 1:07:00 PM
From: Jill	Read Replies (1) \| Respond to of 54805

I'll try to find out more about MP3. It may be early yet, but since I happen to be consulting for an online venture, I've heard some interesting tidbits. Such as: people downloading interviews, discussions/debates and news that they then listen to while driving to and from work. I'm not sure if that is truly early adoption and would become widespread, but considering the GMST story and the direction interactive t.v. is moving in, if this became a popular way for busy people to use net audio, it would be interesting. Plus I will try to find out what the current music market is and projected #s. Will get back on this. Jill

To: johnzhang who wrote (12543)	12/29/1999 11:14:00 AM
From: StockHawk	Respond to of 54805

Handheld game, from the GG newsgroup: Subject: gg in handhelds Date: Tue, 28 Dec 1999 13:21:34 -0500 From: "E M" <qwik@iname.com> The question is "will there be a gorilla game?" If so, then who are the players who can win? If we define the game in terms of wireless, I need help understanding Symbian (WAP I think I get) . The first space for the game to play out I believe is handheld OS; which Palm seems to have won. If we want to "buy the basket," one of the advantages of phone.com or Palm over Nokia, Sony, Motorola, MSFT, etc. is that they are more of a pure play in this area. buying the basket with the others means buying something which is 99% not about this space. Palm has got 80% of market-- to mix a metaphor-- in the palm of its hand. They are working to shed themselves of all production and trying to encourage a value chain of other companies to be built up around its core business, an enabling technology -- the operating system. This is an open but proprietary technology. Phone.com invented Wireless Application Protocol (WAP) which is by its nature non-proprietary; again one of the signs of a non-gorilla. Sony is licensing Palm OS , a good value chain partner if Palm assumes dominance. Same thing goes for Qualcomm. Jeff Hawkins at Handspring certainly intends to be part of the value chain.. Eli > ---------------------------------------------------------------------- > > Subject: RE: gorillagame Digest #573 - 12/11/99 > From: "Geoffrey Moore" <geoffmoore@chasmgroup.com> > Date: Sun, 12 Dec 1999 08:44:33 -0800 > > Gang, > I think we ought to start a MSFT thread now, but in my view it is not Linux > that is the real competitive threat, but rather a product/service shift > taking place on top of Linux, the Web, etc. in which there is a value > migration from owning the product to getting the service without having to > own the product. In this new world, service sites become the locus of value > creation, not the PC. The PC does not go away--this is not a diminishing of > what MSFT has already accomplished--but it does become marginalized as the > world goes server-centric, and the edge clients expand to include lots of > non-PC elements. MSFT has a major play in both new worlds--MSN and WIndows > CE--but to date neither play has got traction, the one a laggard in the > godzilla game of portals behind the godzillas of AOL and Yahoo, the other a > chimp lagging behind Palm and being challenged by Symbian as well.