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

To: TigerPaw who wrote (48613)	11/6/2001 4:31:57 PM
From: Mike Buckley	Read Replies (2) \| Respond to of 54805

This will be a combination of what we know as a video game, the TV, Tivo, telephone, and the "set top box" that ties the internet and TV into a seamless active or passive entertainment center. That is the market Microsoft wants, not just a game console. I agree. I look at the Game console as a bowling alley strategy initially targeting game players. If implemented successfully, that bowling pin falls and knocks down other pins. I don't know what those pins might be, but my bet is that Softie managers have a pretty good idea. If they don't, shame on 'em. I also believe the real battle is between Softie and AOL, not Softie and Sony. That's because both Softie and AOL have a lot more to lose (or gain.) Depending on how it shakes out, I can see Sony becoming more of a partner of either AOL or Softie and less of a competitor. --Mike Buckley