Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (8711)	10/24/1999 8:04:00 PM
From: Mike Buckley	Read Replies (2) of 54805

Frank, Nice to be back. Thanks for the warm welcome. Now let's get on with our continuing disagreement. :) Imo, [i2] is a Godzilla rather than a Gorilla candidate. i2's proprietary supply-chain software architecture is comparable in gorilla-gaming criteria to any other proprietary software. My thinking is that they are clearly in the hunt for gorilladom, not godzilladom. On a similar subject, this brings up the point that this hgih-tech stuff is really tough for the non-tech people such as me. I've read everything (well, not everything:) I can find about EMC's software and it seems to fit the bill for proprietary architecture. Yet virtually everyone I greatly respect in this folder says it ain't so, that EMC is without any question playing a royalty game. So if you'll excuse me for thinking EMC is a gorilla, I'll excuse you for thinking i2 is looking to be the head godzilla. :) --Mike Buckley

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