Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Mike Buckley who wrote (30371)	8/23/2000 11:06:57 PM
From: DownSouth	Respond to of 54805

You are having a knee jerk reaction to some surprising news, but I think your reflexive response is the appropriate one. I find it hard to imagine Bill G. spending time with Christensen or Moore learning the paradigms that those two have presented us so that he can lead his company to the next level (or maintain it at the current level). Disclosure: No MSFT Longs, Some MSFT OTM LEAPS Calls

To: Mike Buckley who wrote (30371)	8/23/2000 11:25:41 PM
From: LindyBill	Read Replies (1) \| Respond to of 54805

I think this is just into the "top of the Video" market, where I believe Gates has made a mistake going anyway. I have been out of softy since 3/99, and don't intend to get back in anytime soon. They are down 39% this year, as I am sure everyone here knows. If Gates had understood the future, he would have bought Qualcomm in 1997 or '98.