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

To: Mike Buckley who wrote (28344)	7/19/2000 4:14:14 PM
From: Tom Chwojko-Frank	Respond to of 54805

Yes, I was thinking along the lines that PDAs, cell-phones, and other devices will replace significant portions of desktop/laptop products, and MS is not taking the innovative leap to cross the chasm. I've never believed MS to be a very good innovator, but to be very good at recognizing innovation and running with it. They haven't missed this chance yet, and may yet figure it all out. But I think they will have to be compatible with Windows/Office, rather than extend Windows/Office. Will their own egos about the dominance of Windows get it their own way? Tom CF