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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Mike Buckley who wrote (13801)1/2/2000 2:42:00 PM
From: Mike 2.0   of 54805
 
IMHO, PSFT qualifies as a "niche gorilla" within the HR automation space. Others have already posted, correctly IMO, that PSFT took too long developing decent financial/other modules. Even their company name says "niche gorilla."

Of course as TFM says, app s/w gorillas have notably less gorilla power than an enabling technology gorilla. Even less power is afforded "niche gorillas". With that in mind PSFT investors surely must be aware that SAP et al have formidable HR modules of their own now, even Main Street payroll companies like ADP are stepping into PSFT's territory with products like HRizon. Finally, was it PSFT that completed a R&D division spinoff? Been long time since I looked at that but it never set well with me. Is it an arms length transaction or is it? Bottom line re PSFT, I do not see it as a viable "gorilla" play by any stretch.
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