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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Percival 917 who wrote (5953)9/4/1999 12:14:00 AM
From: JRH  Read Replies (1) of 54805
 
The company I would like to see discussed the most in detail is ARBA. I know that this company has been mentioned
numerous times although not recently. I have been to the homepage and am looking for articles as to their domain, who the major players are, and if this is indeed a budding gorilla game.


I have a contact at ARBA who I have spoken with numerous times. The important thing that he always mentions is that SAP is apparently working on an "Ariba Killer" application. The problem for SAP is that they can't quite keep up with this swift start-up!

Justin
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