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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: johnzhang who wrote (13596)	12/30/1999 8:32:00 AM
From: Boa Babe	Respond to of 54805

Nice post, John. Thanks for all the hard work it represents. It will be very interesting to follow the portfolio. Kay

To: johnzhang who wrote (13596)	12/30/1999 9:30:00 AM
From: straight life	Read Replies (2) \| Respond to of 54805

You say Palm is facing a tough fight against Symbian (Psion?) in the OS wars (only 16b vs 32b), yet you call Palm a handset OS gorilla and have no position in Psion. You use Nok as a proxy and therefore have two handheld OS gorillas?! Is it because Psion is traded in London? What devices are currently powered by Epoc? And, in any case, isn't it too early to declare a gorilla? Might it evolve instead into a royalty game, at least initially? ps- Thanks much for all your hard work!

To: johnzhang who wrote (13596)	12/30/1999 9:49:00 AM
From: Jill	Respond to of 54805

Nice comprehensive post. Thanx! Jill

To: johnzhang who wrote (13596)	12/30/1999 11:06:00 AM
From: Mike 2.0	Read Replies (1) \| Respond to of 54805

John, THANKS for this analysis. Do I understand correctly that COMS is a buy now, to get at PALM shares in the future, despite weakness in COMS core business, sort of like dating an ugly person because (s)he owns a liquor store ;-) followed by dumping post PALM spinoff COMS shares. Correct? www.symbian.com is helpful too, BTW. I did not see % of Symbian ownership there by company, though. John do you have this info or where to find it? TIA Finally why no PSIOF was already raised by someone else.

To: johnzhang who wrote (13596)	1/9/2000 12:14:00 PM
From: Eric L	Respond to of 54805

Nice update, John In Regard to the "Handheld Game" SIEMENS/CASIO MAKE MOBILE INTERNET UNITS complete text posted at: 127.0.0.1:3456/SI/~wsapi/investor/reply-12513847 Excerpts: "German Technology And Engineering Group Siemens And Japan'S Casio Computer Co On Wednesday Joined The Rush To Make Sophisticated Mobile Data Devices. Siemens and Casio said in a statement they would together develop, manufacture and market a new generation of Windows CE-based devices with multimedia, wireless Internet, mobile phone capabilities and hi-color touch-screens." "Casio and Siemens aim to capture a significant slice of wireless Internet access devices, a market they say is estimated to reach 15 million units by 2003." "The Siemens-Casio device will initially work on GSM networks but has the potential to work on so-called Code Division Multiple Access (CDMA) networks and will also be able to use high bandwidth mobile radio standards, starting with General Packet Radio Service (GPRS) and moving on to IMIT-2000 and UMTS." Also note these comments on EPOC & Symbian "Analysts honed in on the fact that Siemens and Casio had chosen the Windows CE operating system for its venture. They said Symbian -- whose EPOC operating system has the stronger position in mobile devices -- is not courting new licensees until the latest version of the system is released and that is opening a gap for rivals like Microsoft's Windows CE." "Once ER6 (the new version of the EPOC operating system) is launched in the second quarter of next year you can expect to see Symbian licenses being marketed more aggressively ... The Psion-led Symbian alliance also includes Motorola, Ericsson, Nokia of Finland and Japan's Matsushita." - Eric -