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

To: Mike Buckley who wrote (19169)	3/1/2000 5:04:00 PM
From: drew_m	Respond to of 54805

RE: Argh Im new to GG so I have been in process of cleaning up the port. I cleaned XYBR out, monday, at 13 and change... XYBR was awarded a patent today for a transferable core for wearable computers. XYBR are the guys that make the cool computer seen in the IBM ad. I thought the run-up ad been on IBM buyout rumor...which is still buzzing... She closed today at 23 and change... :( Drew

To: Mike Buckley who wrote (19169)	3/1/2000 6:54:00 PM
From: John Stichnoth	Read Replies (1) \| Respond to of 54805

Re Citrix and PHCM-- I'm confused by your thinking on that point. LOL! Well, so am I! My thinking so far: PHCM offers a Browser to be installed in the handsets, selling server software to the telcos, and allowing access to "edited" web content. They also encourage development of WAP-compatible content. I don't fully understand the Citrix offering yet. (I've gone through about a month of postings, and ran out of time this PM just when I went to their site). I do know that their software delivers content to the handsets. Right now it seems each company is addressing a different content base (PHCM general web content, Citrix business-to-business type content), coming from different sources. (Have I got that right, on the Citrix side?) If my understanding is correct, then the two are potential competitors, attacking the larger wireless internet from separate niches. Down the road, they'll be eyeing each others' spaces. But, I emphasize that I'm early in investigation, and my focus is phcm, not citrix. Best, John