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

To: kumar who wrote (22065)	4/5/2000 2:04:00 AM
From: Heeren Pathak	Respond to of 54805

Kumar, Could IBM in the 80's be a model of a "contained gorilla". During that timeframe, IBM was battling a on a lot of fronts. While it dominated the mainframe market, it didn't realize that it was losing ground in a next big market, personal computers and work stations. While IBM had products in those segments, their products were falling behind key rivals like Sun and Compaq. Microsoft seems to be failing under the same problem. They are clearly missing the embedded OS boat (Palm OS and WIND). They are also trying to get traction in the Internet domain, but their only real success to date (IE) caused them to get into a load of trouble with the DOJ. If this analogy makes sense, we could see Microsoft going through a period of unexciting revenue growth and massive personnel turmoil. This trend would continue until a new leader can refocus the company and get it down a more productive path. Of course, the big weakness in this argue is that the Windows and Office monopolies will continue to drive significant revenue streams for Microsoft. I don't believe this level of dominance ever existed for IBM with its mainframes. Heeren