Gorilla Game Investing in the eWorld Message Board

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Strategies & Market Trends : Gorilla Game Investing in the eWorld

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To: Jill who wrote (590)	11/9/1999 4:51:00 PM
From: mauser96	Read Replies (1) of 1817

The report on Siebel by Timothy Dolan of Deutshe Bank Alex Brown includes the following cogent comment concerning SEBL "Having a very good product allows you to get in the game and is probably 25% of the battle, but ultimately it's who has the best sales, marketing and distribution capabilities that ultimately wins. Included within that are partnerships that help to expand the distribution channel and increase the market awareness of the company." This really applies to any technology company trying to get into the mainstream. These customers are interested mainly in solutions, not in technology. As investors, we should keep this in mind when evaluating tech companies. Listen to the tech experts, but keep in mind that the marketplace battle is not always won by the "best" technology. It is usually won by a "good" technology, pushed by a company that can dominate the other factors.

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