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

To: Bruce Brown who wrote (22064)	4/2/2000 5:00:00 PM
From: kumar	Read Replies (1) \| Respond to of 54805

re contained gorillas : I think it would be very interesting and a good learning experience, to discuss, from an investment perspective, "how do we deal with contained gorillas". They appear to be offering "limited upside potential", but as yet "no proven substitution threat". worthy of discussion ? cheers, kumar

To: Bruce Brown who wrote (22064)	4/2/2000 5:16:00 PM
From: Mike 2.0	Read Replies (1) \| Respond to of 54805

Bruce, re MSFT, thx for posting Geoffrey Moore's GG list post. One Q for all...do MSFT's extensive war chest of tech investments present an asset that help mitigates any status or perception as a "contained gorilla"? I just happened to read this from Red Herring, many likely have seen already (Jan 2000) but remarks certainly relevant: redherring.com And the actual "containment" may not be announced another 2 years by Judge Jackson. It will probably be that long before announcing penalties to Microsoft, assuming the case is ruled against them, and assuming there are no further efforts to settle the case. The case is likely to then go to the Supreme Court, all this from the front page news piece in today's paper (Boston Globe, page 1). Bottom line, it will be years before a "cage" of any sort is built to "contain" MSFT the gorilla... Cheers Mike