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Technology Stocks : Gorilla Game -- Ignore unavailable to you. Want to Upgrade?

To: mauser96 who wrote (327)	11/10/1998 11:27:00 PM
From: Uncle Frank	Read Replies (2) \| Respond to of 387

Lucius, I don't think losing the doj suit would have much of an effect on msft. If they were fined $1B, it would only reduce their cash position by 7%, and if they were broken up into 4 or 5 companies msft owners would probably end up with 2 or 3 gorillas in their portfolios instead of 1. On the other hand, if they win the suit, their stock would probably jump $30 or $40 immediately. As far as their stock being too expensive, I thought that 21 months ago, (foolishly) bought in anyway, and am up 120%. Isn't one of the concepts of the GG that gorillas tend to outperform expectations and are rarely fully valued? Frank

To: mauser96 who wrote (327)	11/12/1998 12:38:00 AM
From: Mike Buckley	Respond to of 387

Lucius, My purchase of Citrix also predates the book. I don't remember Citrix being mentioned. I can only guess why. I think the authors would consider Citrix products middleware in the context explained on page 135. "But since it takes a specialist to understand what exactly the middlewars is doing, and since specialists are known to disagree, it is virtually impossible to get clarity on this stuff." You're probably aware that their comment about Rambus is that it also requires a specialist's understanding of next-generation memory. Also, I think the authors might view Citrix as part of Microsoft's value chain, not a gorilla candidate. You and I know they are also support Apple's OS, Sun's Java, and Unix. At some point it becomes an issue of deciding how to label Citrix. Is Citrix a gorilla candidate riding the winds of the oncoming thin-client tornado or a great company depending almost entirely on NT's success? Regardless of the label, the potential is immense and is thwarted only by the obvious problems of courting Microsoft as a partner while hoping they don't become their biggest competitor. --Mike Buckley