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

To: gdichaz who wrote (985)	4/3/1999 5:33:00 PM
From: Grantcw	Read Replies (3) \| Respond to of 54805

Hello all, I've been reading this thread over the past week or so and am fascinated by the excellent thoughts/due diligence on the emerging Gorilla Q, as well as others. I read the Gorilla book months ago and enjoyed it immensely. I do have a couple of questions. 1. Is there any chance QCOM will stumble a bit in the near-term, providing a better buying opportunity than catching this screaming train? 2. Has anyone looked at UNPH as a potential gorilla? They seem to be the leader of a market within a tornado, but I don't believe they have a patented standard architecture as QCOM does. It makes for a King, IMO, until I found out more. Thanks, Grant

To: gdichaz who wrote (985)	4/3/1999 10:49:00 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

On substance, think Microsoft is dying. Focus wrong. May survive but wounded at a minimum. Why bother with it? (The future lies with thin clients / fat servers - Citrix and Sun Mico and Linux) OK, Chaz, let's have some of that substance. Pick out something from Mr. Softee's financials that backs up your claims and post it. Not just this "future trend" stuff, but some substance. Larry Ellison has spent the last few years telling the world about the wonder of thin clients and let his company go to hell in the process. Fortunately for sunw investors, Scott McNealy has recently focused on his own company and spun a great deal with aol that will help Sun continue to grow at an exceptional rate. You posture towards msft isn't unusual. Many people hate Bill Gates and his company, but absolutely none of them are msft shareholders - all of whom have been mightily enriched by their investments in this fine company. And many have predicted Mr. Softee's demise, but none of them have been right <so far>. To be candid, your repeated, unsubstantiated attacks on Microsoft lessen your credibility in my eyes. Frank