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

To: stockman_scott who wrote (2574)	5/14/2009 1:43:43 PM
From: Thomas Mercer-Hursh	1 Recommendation Respond to of 2955

Those of us who have been in the business for a few years, find something odd about the idea that the goal is developing a deep "stack", i.e., buy everything from one source. That was the old IBM, but today's world is all about separately sourced components working together. Of course, if they happen to get all their components from you, that can be nice, but their ability to get them from many sources is a key part of the market and has been for some time, so I find this concept a bit peculiar.