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

To: Tom Chwojko-Frank who wrote (28337)	7/19/2000 2:27:03 PM
From: DownSouth	Respond to of 54805

I would say the MSFT has bet its future on its .net strategy, which will not bring products to market for a while. The PC and the server market are certainly not dead, though, even though new markets are opening and expanding and MSFT does not dominate those markets. I own MSFT 2002 LEAPS ATM and no longs, so I will be watchful, but not trigger happy.

To: Tom Chwojko-Frank who wrote (28337)	7/19/2000 3:54:10 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Tom, the book says not to sell a Gorilla until a proven threat is shown. Is Microsoft its own worst enemy right now? I'm very unimpressed by WinCE One way to look at it is that Microsoft is the Gorilla of a particular type of OS, the laptop and desktop OS. It's a different OS that is used in handheld devices and, thus, a different gorilla game. Using that scenario, Microsoft will remain the Gorilla of the desktop and laptop OS. The question then remains as to what the growth will be for that industry. If you believe that the handhelds will replace significant portions of the desktop and laptop products, you could look at it that the handhelds themselves are discontinuous products, and thus, their operating systems are the discontinuous innovations that might become the proven threat to Microsoft's desktop and laptop OS. --Mike Buckley