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

To: lurqer who wrote (20643)	3/18/2000 9:38:00 PM
From: sand wedge	Respond to of 54805

re: MSFT Good point on MSFT's legal woes but I seriously don't think that has effected their lack of success in the online areas or in Palm OS/CE space. In fact, I've noticed a marked increase in MSN ads lately.

To: lurqer who wrote (20643)	3/18/2000 9:49:00 PM
From: Rick	Respond to of 54805

Business 2.0 April 2000 edition: page 235 Do Profits Matter? Geoffrey Moore Chairman, The Chasm Group "Profits matter once market share battle outcomes are settled. They matter before then if the market is destined not to consolidate around a single leader (for example, the market share battle does not lead to the kind of virtual monopoly that Net investors are looking for). But in any outcome, as soon as the category's pecking order is known, then they matter. Prior to that outcome, in meaningful market-share battles, profits should be reinvested to create more market share, and so it "matters" not to have them." - Fred