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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (10056)	11/10/1999 12:19:00 PM
From: pala	Read Replies (3) of 54805

<<We have analysts raising earnings expectations across the board and they are still too low. I think we've entered a powerful phase of the market and Siebel is one of the 'pick and tool' companies that is going to help corporations get even meaner and leaner. That goes for i2 as well>> Just so but earnings are a non issue to us, these guys are in the early stage of what could be the mother of all tornado's. Market share and standards are what's important right now. i2 is moving from a license revenue model to a reacurring revenue model. Revenues forever as long as business is done. I know you are aware of this Bruce, but I'm thinking that startup b2b providers are up against Gorilla's and the outcome is a no brainer. And the public are unwittingly acting as venture capitalists for the startups, and we know venture capitalists are happy if 1 in 10 of their ventures survive. But these days they can sell them retail at a huge markup to retail venture capitalists. This is not even in the same universe as the b2c world, with the early mover, brand advantage (small transactions to the consumers). Where the Gorillas controling the core technology were not in the game. Doug

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