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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Bruce Brown who wrote (43343)6/9/2001 8:30:37 AM
From: gdichaz   of 54805
 
Bruce: Thanks for your patience with a "learner" on BEA.

You are very correct that I misunderstood key aspects, but now thanks to your careful and detailed info, I now see much more clearly how BEA is a leader in an enabling software game.

Curious why you did not include Microsoft as a potential competitor. Is it that Microsoft is not a major player in BEA's space now, but perhaps could be in the future?

Again thanks.

Cha2
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