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

To: Uncle Frank who wrote (1014)	12/15/1999 5:05:00 PM
From: Tom Chwojko-Frank	Read Replies (1) \| Respond to of 1817

I think Microsoft has the best chance, but I don't think it'll be easy. You are defining Microsoft as the gorilla in the palmtop arena. What about Palm? Tom

To: Uncle Frank who wrote (1014)	12/15/1999 5:09:00 PM
From: MulhollandDrive	Read Replies (1) \| Respond to of 1817

Where is the value chain that MSFT has when it comes to hand held devices? PALM is the leader in this niche and instead of the "chimp" attacking the Gorilla, it would appear that the Gorilla is going after PALM.... bp

To: Uncle Frank who wrote (1014)	12/15/1999 5:34:00 PM
From: gdichaz	Read Replies (1) \| Respond to of 1817

Uncle Frank: Place your bets where you wish. But MSFT doesn't have a prayer here - certainly not unless or until its Win CE is completely redone. This ain't the desktop. It is a totally different ball field and ball game. But then, I have been wrong before. MSFT scares me where it has clout. But that ain't here. It has big bucks but not gorilla power in wireless, and certainly not in the wireless/internet nexus. The Q does. MSFT does not. All IMO of course. Cha2

To: Uncle Frank who wrote (1014)	12/15/1999 8:42:00 PM
From: Jill	Respond to of 1817

Frank, I would have thought so too but they can't seem to oust RealPlayer with their MediaPlayer. So I wonder. Palm may be the same kind of deal. Jill

To: Uncle Frank who wrote (1014)	12/15/1999 11:55:00 PM
From: Martin Atogho	Respond to of 1817

<<< So when a chimp attacks the gorilla, everyone in the marketplace - the customers, the service providers, the complementary products providers - all have the same response: Shoot the chimp!>>> What a predicament. LOL.

To: Uncle Frank who wrote (1014)	12/16/1999 12:42:00 AM
From: Mike Buckley	Read Replies (2) \| Respond to of 1817

Frank, Wanna debate?! :) So when a chimp attacks the gorilla, everyone in the marketplace - the customers, the service providers, the complementary products providers - all have the same response: Shoot the chimp! Yes, but ... It's possible that we should consider the handheld operating system a gorilla game separate from other operating system games. If that's the case Windows CE has no leverage to exercise. And if that's true, it's not a matter of the Palm OS being a chimp that is attacking Microsoft the Gorilla. Instead, it's a matter of two wannabe gorillas duking it out to the top of the mountain. If all of that is a reasonably accurate scenario, Palm's market share will be very, very tough to undue. On the other hand, we would have said the same thing about Netscape's share of the browser market. This gorilla game of handheld operating systems will be fascinating to watch as it evolves. I think we'll likely learn much from it. For those who might not want to buy a basket of the two because Microsoft doesn't offer a pure play, or for those who don't want to choose the likely winner, Citrix becomes especially appealing because their role in the game makes them a winner regardless of who wins the operating system game. Uh oh. How did I manage to slip that in about Citrix? :) --Mike Buckley