Bowling Alleys and Tornadoes: G&K Hunting Grounds Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Bowling Alleys and Tornadoes: G&K Hunting Grounds

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: gdichaz who wrote (3)	7/12/1999 1:33:00 AM
From: HeyRainier	Read Replies (2) of 153

gdichaz, I'm glad you could join me here. For the time being, I'm going to keep tossing ideas until something catches. Here's one on the demise of the ERP market, one of the topics of focus in the Gorilla Game text: redherring.com "...William Lanzon of Dain Rauscher Wessels agrees that growth for the large ERP vendors must come from new applications, like supply-chain management, sales-force automation, and customer and decision support..." Hey, that gets us back to the final Gorilla Game case study in the text, where Clarify and Vantive show up as gorilla candidates in the customer service applications field. Looking at those charts, however, it looks like Clarify has taken the lead in the Customer Service gorilla game. Here's a look at the market caps: CLFY: $1.09 bil VNTV: $276 mil On a technical basis, CLFY broke out of its base, and successfully retested it, while VNTV never broke out--to this day it remains in the doldrums. Its President quit, and had a second quarter loss as well. Looks like this chimp got beat. --Rainier

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next