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URL:  https://boards.fool.com/palm-duel-gorilla-heading-for-collision-13353306.aspx

Subject:  Palm duel -- gorilla heading for collision? Date:  9/22/2000  5:46 PM
Author:  rcj66 Number:  4415 of 8806

I'm new to the gorilla game, having just read the book. But being in the tech industry, it certainly rings true.

Palm, the subject of today's duel, sure looks like a local gorilla candidate. It depends on whether you consider the PDA market in the bowling alley, or in a true tornado.

The problem with it is that it's easy to forsee the clash with other gorillas as the market expands. PDA's are destined to be linked with portable phones -- whether phones acquire pda functionality or pda's add phone functions, the result is the same.

Playing a gorilla game with Palm is also a bet on the results of the collision. I'm not so confident about their stake there -- Microsoft is still the million pound gorilla in O/S and it's not safe to bet against them, even if CE is still lame.

Does this look like the situation where it's best to hold all the colliding gorillas (and kings/princes in the phone world)?

In other words, hold Palm and MSFT and Nokia, etc. And wait to see who's winning when the collision starts shaking out?


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