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Strategies & Market Trends : Gorilla Game Investing in the eWorld -- Ignore unavailable to you. Want to Upgrade?

To: Apollo who wrote (992)	12/14/1999 5:37:00 PM
From: Mike 2.0	Read Replies (3) \| Respond to of 1817

Thread: re: COMS/PALM What does thread think about buying COMS now, to get eventual distribution of PALM shares? Surely PALM qualifies as the gorilla in PDAs. TIA.

To: Apollo who wrote (992)	12/14/1999 5:47:00 PM
From: Mike 2.0	Respond to of 1817

Snasraway, Excellent recent posts re EXDS, BTW. What do you & thread think about other co's such as DIGX and NAVI. I am looking for G&K plays in the ASP industry in particular...appears Application Infrastructure Providers (AIPs) are way to go); seems clear the ASP themselves such as USIX can't get Gorilla status since there is no significant barriers to exit if a customer chooses to work with a different ASP...they are all offering the same tier 1 apps so data conversion from ASP#1 to ASP#2 is not an issue. Aside from a dormant ASP thread here on SI I do not see much ASP-specific discussion. I hope I am in the right place. I have been "value" investing per se, hence my ratty clothes and disheveled appearance :-) but I have abandoned that approach for the same reason why a smoker chooses to quit smoking...bad, unproitable habit. Look forward to participating on this thread.