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


To: Mike 2.0 who wrote (22066)4/2/2000 5:25:00 PM
From: kumar  Read Replies (1) | Respond to of 54805
 
do MSFT's extensive war chest of tech investments present an asset that help mitigates any status or perception as a "contained gorilla"?

They may well represent significant assets. But, are/could any of these assets, lead to a new area of gorilladom for MSFT ? I dont have the answer, but I suspect the answer to that question, would indicate if MSFT is a "contained gorilla" or not.

I dont have the FM handy, but I do recollect it saying someplace "u will have plenty of warning about the demise of a gorilla" (or words to that effect). Are we seeing the start of those warning signs ?

cheers, kumar