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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: pala who wrote (10069)	11/10/1999 2:15:00 PM
From: Bruce Brown	of 54805

Pala, Let me clarify what I was saying about earnings expectations being raised by analysts and that even with the raised estimates - they are still too low. It had nothing to do with Gorillas, or technology companies or why we hold these stocks. I'm well aware why we hold them. I should have been more clear in my message, however it was a PM to Mike and I hope he knew what I was talking about. I was trying to get across the point that technology companies including gorillas, kings and other creatures are helping non-tech companies get leaner and meaner. They are helping them save money and improve their financial health which is resulting in their increased earnings and share price appreciation for their shareholders. Stocks like Catepillar, Alcoa, Home Depot - you name it. It's our tech companies that are helping these companies get streamlined and improve their health with their product solutions. That's what my statement you quoted below was intended to be directed towards. I hope this clears up the issue. There is a reason an old chestnut like Catepillar has cleaned up and looks much healthier today despite lower sales revenues. They are using some powerful SCM, back and front office solutions that have saved them millions of dollars. There are a lot of similar stories taking place and many more to come. When these company stories improve, thanks to technology solutions, the broader market expands and we have a powerful market place. Very bullish. We have analysts raising earnings expectations across the board and they are still too low. I think we've entered a powerful phase of the market and Siebel is one of the 'pick and tool' companies that is going to help corporations get even meaner and leaner. That goes for i2 as well. BB

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