Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Dinesh who wrote (20472)	3/17/2000 4:31:00 PM
From: Peter Sherman	Respond to of 54805

2 - time to market

To: Dinesh who wrote (20472)	3/17/2000 6:39:00 PM
From: DownSouth	Respond to of 54805

RE: MS-DOS. Gate's first link in his value chain was IBM. MS-DOS was the OS that was intertwined with the design of the IBM PC. The PC was an open architecture, allowing others to build hardware components that worked in the PC. THus the value chain got very long, very fast. Contract that to the Apple, which was a closed architecture. Later, because the PC was an open architecture, the value chain got even longer when others build PC clones to compete against IBM, but still required MS-DOS.