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

To: Mike Buckley who wrote (27826)	7/13/2000 11:57:57 AM
From: mauser96	Respond to of 54805

Agreed. If QCOM can be as smart as INTC has been through the years then we"ve got it made. One of the ironies about the MSFT case is that I suspect that it would probably still be in an equal power position today even if they hadn't opened the dirty tricks bag. regards Luke

To: Mike Buckley who wrote (27826)	7/13/2000 2:51:42 PM
From: DownSouth	Read Replies (1) \| Respond to of 54805

I doubt that it has the power of Microsoft, but one reason for that is that Microsoft has been judged to use its power illegally, making it more powerful than a company with the same attributes using its strength legally. Must respectfully disagree, Merlin. MSFT may have abused its power, but that power was not created by its alleged abuse. Its power came by creating the most powerful value chain very, very quickly and smartly. That value chain is made up of perhaps millions of general purpose and special purpose computer programs being written by tens of thousands of Microsoft trained technical persons whose very careers are built on that training. Add to that value chain INTC and its value chain. Let's not lose our long-term perspective on Gorillaness when looking at MSFT.