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

To: MulhollandDrive who wrote (1023)	12/15/1999 5:46:00 PM
From: Tom Chwojko-Frank	Read Replies (2) \| Respond to of 1817

Look at the growth numbers for cell phones. I think Finland has more than 1 cell phone per capita. That is not a niche market. A cell phone is a handheld device for communicating and processing data. Palm VII is a step in that direction, but the phone manufacturers have a good lead on them. I don't think this is a niche market.

To: MulhollandDrive who wrote (1023)	12/15/1999 6:00:00 PM
From: Uncle Frank	Read Replies (4) \| Respond to of 1817

BP and Cha2, here's my cut at it: Microsoft is undeniably the Gorilla of operating systems. Some are claiming WIND to be a Gorilla (imbedded operating systems), others claim the Palm Pilot division of COMMS is a Gorilla (palm computing operating systems), and others feel that linux will displace Windows. But as a student of the GG, I see these as OS niches, and believe that it is just a matter of time until the Gorilla takes the bananna from the impudent Chimps. Msft has a jv with qcom, partial ownership of T, and a strategic relationship with Ericsson. These are Gorilla maneuvers designed to extend their powers to rapidly growing niches that utilize operating systems. I think the only thing that can hold back msft is the doj, and even they can't do it for long. JMHO, uf