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

To: mmbw who wrote (23170)	4/20/2000 11:09:00 PM
From: LindyBill	Read Replies (1) \| Respond to of 54805

Softy is always MSFT, Martha,you will get to know our slang. Why do people hate/dislike Gorillas? Some, just because they hate anyone who is successful. Most who hate them do so because they work for a competitor who can't beat them. In Cisco and softie's case, a lot of the competitors individual products may be better than Cisco and MSFT, but they don't sell because the Gorillas have a lock. This drives the people at these competitive companies nuts, because they know they have a better product, and they can't sell it. The "bloatware" charge against Windows by Sun Engineers has some merit, and MSFT is real thorn in the side of the Sun people. There have always been new, better routers that were going to kick Cisco's butt, and then went nowhere. I suggest that any "newby" read "The plot to get Bill Gates", and "Inside Intel", if they want to understand the history of the competition that has gone on.

To: mmbw who wrote (23170)	4/20/2000 11:14:00 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Great question, Martha! For us new lurkers, are softie haters talking about Peoplesoft or Microsoft? They're referring to Microsoft. But it sure would be fun if someone would make a list of all the companies with "soft" in the name. Maybe we should track all of them and call it the Charmin Index. Or maybe we should take an entirely different approach. The Charmin Index could be made up of stocks we should hold lightly, as in "Don't squeaze the Charmin." Or maybe we shouldn't. :) --Mike Buckley