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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (5021)8/21/1999 3:22:00 PM
From: Brian K Crawford  Read Replies (1) of 54805
 
Mike,

Re: Seibel.

I have been evaluating this one for addition to my portfolio. I like what I see. They appear to be well along in developing their niche markets in the bowling alley. Maybe even in a front office tornado.

The fear that has kept me from purchasing:

Oracle and SAP move in with a bundling strategy that incorporates Front Office into their enterprise wide offerings.

I am thinking in terms of what Microsoft did with their Office product strategy to Lotus, WordPerfect, and the other standalone apps.

How do you see this risk playing out?

Brian
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