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

To: tinkershaw who wrote (44648)	7/18/2001 3:51:50 PM
From: techreports	Read Replies (1) \| Respond to of 54805

with BEAS whom I now have concerns about (Charles Schwab, as an example employs both BEAS and IBM web servers in the same company, and marketshare is now about equal for both, not something one would expect in a developing gorilla market). This has continued to be a concern for me. No one can give me a firm estimate in market share. BEAS CEO says they got 70% share. Research firms say BEAS is more near 30% with IBM quickly catching up with like 25% share. Gotta wonder if BEAS and IBM only have 55% share, then who has the other 45% share? Sun and Oracle supposedly only have like 5% share each. Then who else? iTV is still in the chasm, but it is showing signs of hitting the bowling alley if you read the news. LBRT over the past few months has been showing strong business performance. Note that LBRT has Aol and ATT executives on their board. Obviously, Aol will most likely go with Liberate over Microsoft. What kind of revenues can we expect. Back in 1990 we could have guestimated that 70 or 90 million PCs would be sold by 2000 and Microsoft would get 30 bucks per computer & another 100 bucks for office applications. Plus, there was the network effect Windows developed giving MSFT strong barriers and increase it's cost/beneft ratio making Microsoft more important part of the entire computer industry. One interesting thing i'd like to point out is that Liberate is doing fairly well in this downturn, however, estimates have been lowered over the last couple weeks.