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

To: Gary Ball who wrote (23715)	4/27/2000 10:45:00 AM
From: saukriver	Respond to of 54805

PHCM: BTE? To what extent should we await the outcome of the patent litigation v. Geoworks before investing in PHCM? siliconinvestor.com saukriver

To: Gary Ball who wrote (23715)	4/27/2000 1:33:00 PM
From: John Stichnoth	Read Replies (1) \| Respond to of 54805

Hi, Gary. I'm not willing to say that PHCM "dominates its market" yet. Look at shuebert's post today. We're looking at Infospace as gorilla-competitor. It looks to me that they are principally in adjacent areas--Infospace may be leading the content side, while PHCM is leading in server installations that talk to the browsers. (There's also a server that moves the content, if I understand the structure correctly). PHCM, with last year's MyPhone has moved to gain a position in the content side. Infospace has--I think--introduced a server to talk directly with the browsers. It's fluid. I'm away from my desk today, so more investigation will have to wait for tomorrow. At this point, I'd put PHCM as a solid candidate with excellent management that is entering a tornado. Best, John