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


To: mauser96 who wrote (24051)5/2/2000 9:46:00 AM
From: TigerPaw  Read Replies (1) | Respond to of 54805
 
Personally I would put stress on the possibility of innovation, which is far less likely with a company structured like the present MSFT.
I think the telling statistic is that there are no spinoffs from this company. Virtually all large companies have promising projects that get cancelled, so the principal engineers and some management form their own company. You don't see this happening at Microsoft, Why? Is it because no employee is willing or able to start a company? I suggest it is because they know they don't have a chance to be successful.
TP



To: mauser96 who wrote (24051)5/2/2000 10:24:00 AM
From: Mike Buckley  Read Replies (3) | Respond to of 54805
 
Gawd, I hope I'm posting this before sand wedge gets to it.

Lucius,

If memory serves correctly, the term isn't used in The Gorilla Game (at least it's not in the index).

I owe sand wedge one dollar because he found use of the word on page 111, 3rd paragraph of the revised edition. I hope he doesn't charge me interest on the delayed payment.

The fact that it's only been found in one place (so far) supports my contention at the time and yours now.

--Mike Buckley



To: mauser96 who wrote (24051)5/2/2000 11:47:00 AM
From: Apollo  Respond to of 54805
 
Luke:

The legal case so far has turned out as I expected. I also believe MSFT will lose the appeal process, though undoubtedly MSFT's outside lawyers will be willing to fight the case to MSFT last dollar. Prolonged litigation has a very enervating effect on a company, so buyers may have to be very patient.In any case the government will not present this victory to the public as creating 2 smaller "monopolies" from one larger one, so their liberal backers will be happy. They will also have achieved a main goal of the litigation- forcing tech companies to contribute more money to Democrats. The ones who should really worry are competitors faced with invigorated agile innovative post break up MSFT. This is a bit ironic since they helped jump start the DOJ case.

This sort of brilliant insight and prose is the very reason I'm pissed at you for being away so long. We need you on this thread, and we need more of you. Alright, that's all for now, but any other unacceptable absences on your part will necessitate a prolonged review of your misbehavior out back by the woodshed. <vbg>

Stan