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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 (1032)	12/15/1999 6:25:00 PM
From: gdichaz	Respond to of 1817

Uncle Frank: You may be right. But I think you are transferring the Microsoft power into an area where is does not exist now, and many current players are wary of MSFT. Yes MSFT may wedge in. But I suggest that you not count on the Q at all re MSFT. My view of the joint venture was that that was to keep MSFT a little bit separate - off - outside. The Q wants to be its own gorilla, not a shadow or puppet of MSFT. And I expect the Q to be very very careful to keep its options open with Palm and others. And the Q is very important in this because CDMA will be a major force in handhelds and the wireless/internet nexus. And in wireless and CDMA and in handhelds (including phones), Qualcomm is the established gorilla. MSFT is the challenger. But we shall see. Best. Cha2

To: Uncle Frank who wrote (1032)	12/15/1999 6:28:00 PM
From: MulhollandDrive	Read Replies (2) \| Respond to of 1817

Frank, If MSFT can get the problems with WinCE worked out, I agree that it would probably be a better Internet Appliance because of the operating system, though I personally don't see a lot of demand for surfing the web on a 3" screen (using current technology, of course). I think I read there are something like 5M Palms sold and now Visor (which is completely compatible with Palm) is out and I hear the sales on it are huge. The real strength of PALM is as a PIM, not an Internet Device. Also, doesn't the QCOM PDQphone have a built-in Palm? bp

To: Uncle Frank who wrote (1032)	12/15/1999 8:57:00 PM
From: Thomas Mercer-Hursh	Respond to of 1817

Microsoft is undeniably the Gorilla of operating systems. This is a pretty sweeping statement and, while it might seem correct in everyday experience, I think that one has to be careful about thinking that "operating system" is one category. MS share of the mainframe OS market, for example, is 0%. And its share of the server OS market, while large, is not nearly the percentage it has on the desktop.