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

To: Mike Buckley who wrote (38075)	1/17/2001 11:22:35 AM
From: Thomas Mercer-Hursh	Respond to of 54805

"If a sufficiently strong value chain rallies around their .Net platform, they've got a slam dunk. It's a big 'if'..." In a recent conference keynote speech I saw, Scott McNealy ... admittedly not the most unbiased witness ... made a case for the growth of functions on the internet being so huge and so based on open protocols like XML that MSFT would become a minor player. That may be overstating the case a bit, but I see no sign of MSFT achieving a hold on any IP controlling the development of the internet.