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Strategies & Market Trends
Gorilla Game Investing in the eWorld
An SI Board Since September 1999
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1817 78 0
Emcee:  Teflon Type:  Unmoderated
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1017 >> You are defining Microsoft as the gorilla in the palmtop arena. What aUncle Frank-12/15/1999
1016 Where is the value chain that MSFT has when it comes to hand held devices? PALMulhollandDrive-12/15/1999
1015 I think Microsoft has the best chance, but I don't think it'll be easy.Tom Chwojko-Frank-12/15/1999
1014 >> So does anyone think a Gorilla, King or other will emerge from this? IUncle Frank-12/15/1999
1013 Don't forget that there is another Gorilla that is drooling over taking oveTom Chwojko-Frank-12/15/1999
1012 THanx Bux and Cha2 JillJill-12/15/1999
1011 <i>But I hear again and again that management is terrible. It's almosBux-12/15/1999
1010 The question now becomes, when to get in...of course in hindsight it was in SepMike 2.0-12/15/1999
1009 Mike (My opinions *only*). Understood. Cha2 gdichaz-12/15/1999
1008 Jill: Re harsher stuff on COMS, guess "harsher stuff" is not my stygdichaz-12/15/1999
1007 gdichaz you are right that COMS performance has been terrible for years. AFAIKMike 2.0-12/15/1999
1006 Cha, thanx and I will look at phone.com You know I had almost invested in COMSJill-12/15/1999
1005 Jill: Don't disagree that Palm will be an excellent IPO buy. And its futugdichaz-12/15/1999
1004 Thansx Mike, I do know that, which is why COMS is up. But I'd prefer the IJill-12/14/1999
1003 Jill, <i>I'm really interested in Palm and want to see if I can get Mike Buckley-12/14/1999
1002 <i>Surely PALM qualifies as the gorilla in PDAs. </i> It depends oMike Buckley-12/14/1999
1001 Teflon: I was about to ask you why you seem to be quite persistent in your faitSrini-12/14/1999
1000 Cha2, they did not do so well today! :) Must say, it was nice to see MSFT get Teflon-12/14/1999
999 I'm really interested in Palm and want to see if I can get in on the IPO. Jill-12/14/1999
998 Snasraway, Excellent recent posts re EXDS, BTW. What do you & thread thinkMike 2.0-12/14/1999
997 Thread: re: COMS/<b>PALM</b> What does thread think about buying CMike 2.0-12/14/1999
996 Teflon: Congratulations. You are doing very very well with ETA and IDC. I gdichaz-12/13/1999
995 Teflon, I hope you are right about IDC. I bought Friday at the close and addeMulhollandDrive-12/13/1999
994 ok, Tef, what's your secret? Should we call you Tef Boesky? :0) So, whattekboy-12/13/1999
993 ETA and IDC up almost 100% in two and one week(s), respectively. I am still buyTeflon-12/13/1999
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