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

To: DownSouth who wrote (38196)	1/20/2001 8:54:14 AM
From: sand wedge	Read Replies (1) \| Respond to of 54805

I always thought it was interesting that Wang chose to sell off the successful software division to Kodak. They had a competitive product but couldn't position it successfully in the marketplace. FWIW, EDM, (electronic document management) turned out to be the precursor to the web content management market. I am waiting for a gorilla to emerge from that particular sector. (my money's on Interwoven). Also, In the latter years, Wang concentrated mostly on lawsuits. They had a team of lawyers who sued anything that moved. sw

To: DownSouth who wrote (38196)	1/20/2001 10:17:40 AM
From: Seldom_Blue	Read Replies (1) \| Respond to of 54805

< He actually thought people would buy his word processor over PCs because that was all PC was good for. I could have bet the whole farm that Wang was going straight down the toilet. Tucci actually made it into something. He has got my confidence, for now. Tucci came to Wang long after the damage was done. He wasn't even an employee of the company until just before bankruptcy. He changed it into a services company, brought it out of bankruptcy and sold it. He was at Unisys, which had become a services company, before Wang. > Maybe I was not clear. I meant Wang (the person) was the one who was pushing the word processor. And Tucci made the bankrupt Wang (the company, after Wang had left) change directions and into a decent service company. I thought the name Wang was so damaged there was little hope it would ever survive. The trouble with internet communication is that you have to make yourself perfectly clear. <g> I think we should give Tucci a chance. He has been the president and COO for about a year at EMC. If his performance is subpar, he would not have gotten the nod. Seldom Blue

To: DownSouth who wrote (38196)	1/20/2001 10:26:50 AM
From: Bruce Brown	Read Replies (2) \| Respond to of 54805

In case any storage nuts here are interested, the excellent thread here at SI that formerly was named "A Fibre Channel Future?" which Douglas Nordgren began in October of 1997 had a name change update to reflect the transition in the industry since that thread began. This past week it was changed to "Son of SAN - Storage Networking Technologies". It's always a good source of industry knowledge that is worth skimming and reading if you hold any storage related companies. Subject 17781 The thread has maintained a 'portfolio basket' of companies since that time as they went public and were added to the 'basket'. With the name change update, the basket was 'narrowed down' from 20+ stocks to 9 stocks that reflect the consolidation process. Unfortunately, Douglas didn't use the original dates of the 9 remaining to reflect what large increases they've had since the basket was begun. The new 'basket' contains the following leading stocks being tracked and discussed on that thread: Brocade EMC Emulex Inrange McData Network Appliance QLogic Storage Networks Veritas BB