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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (3620)	7/9/1999 11:13:00 PM
From: Jean M. Gauthier	of 54805

Good points Mike. I think Gordon is wrong on Oracle, as they might be a good softwrae company but, 1- intermittent, inconsistent on earnings (Not an MSFT here) 2- Great products, but no standard setting here, that they can set anyway. 3- Barriers to entry are NOT that high, as you do have more choices in other databse engines that let's say, Windows has <g> 4- Are database software in a tornado or is it too specialized ? 5- Pricing power on Oracle must NOT be that high, with the competition no ? I don't really think, that as an investor, this company will be a Qualcomm, MSFT or Cisco in growth & consistency in earnings... It will be interesting to see what happens over the next years.

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