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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Jean M. Gauthier who wrote (3603)	7/9/1999 10:37:00 PM
From: Mike Buckley	Read Replies (1) of 54805

Jean, I don't want to get in a huge debate with you about Oracle, not because I might be right and you might be wrong. It's because I probably know a lot less about Oracle than you do and wouldn't win the debate if we asked readers to vote. :) As I reflect on some stuff, I don't have empirical evidence to show that Oracle is the gorilla of the database market. Everything I've read, including stuff written by Geoff Moore, says they are so I've taken it for granted that they are. If indeed they are, the period in which Larry Ellison spent more time focusing "against" Microsoft instead of focusing "on" his own business will likely prove the point the authors make -- that the management team of a gorilla can screw up for a few years without causing the company to fundamentally meltdown the way non-gorillas might. My thinking that there is little downside risk to Oracle is that they are coming off a period of screwing up. Ellison gives me the impression that he's back on track, notwithstanding his infatuation with boats. :) It'll be fun to see where they are a few years from now. --Mike Buckley

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