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


To: Mike Buckley who wrote (1046)12/16/1999 11:29:00 AM
From: Uncle Frank  Read Replies (1) | Respond to of 1817
 
>> Wanna debate?! :)

Debating you is like hitting a tennis ball against a wall, but I'll give it a go for the amusement of the thread and as an exercise in humility.

>> 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.

In this game their leverage is Deep Pockets. Think back; they had no leverage in browsers either, and an inferior product to boot. If they want a market they can buy it. And they have a secret weapon: The Chasm Group helps them develop their Gorilla strategies!

>> Palm's market share will be very, very tough to undue.

Gotcha! You should have said, UNDO! Climber, where are you?

Actually, I have a high regard for the Palm OS and think CE is a flawed product. But I believe msft's Gorilla Power will make them a factor, or at the very least reduce the profit potential for the Palm crowd. The point I was trying to make is that there is enough uncertainty to justify avoiding involvement Palm or Wind until the picture is clearer, particularly with the number of certified Gorilla and King investments we've identified.

uf



To: Mike Buckley who wrote (1046)12/21/1999 5:13:00 AM
From: Martin Atogho  Read Replies (1) | Respond to of 1817
 
Mike,

COuld u clarify how Citrix is likely to benefit irrespective of who wins in this space?

Ma