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Strategies & Market Trends : Gorilla Game Investing in the eWorld
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To: gdichaz who wrote (652)11/13/1999 7:48:00 PM
From: Mike Buckley  Read Replies (2) of 1817
 
Cha2,

I think you're a little confused because we're talking about industries that aren't the focus of your study. Ariba and Commerce One compete primarily with each other. i2 competes primarily with Manugisitics. None of them compete primarily with Siebel. In my opinion, we're talking about three different gorilla games in progress at the same time.

As for which folder they should be discussed in, I'm not the one to ask about it. I'm not sure I've ever been entirely clear about the intended focus of either thread. I think that's subject to a little bit of interpretation. Besides, I don't think it's entirely reasonable to assume that it won't be appropriate to discuss them at least in certain limited contexts on both threads.

As alwasy, just my opinion.

After Q's run-up, I was wondering what the returns are on your Telecom Gorilla Game. You're moving my Front Office Game from the penthouse into the janitor's quarters in the rear of the parking garage. :)

--Mike Buckley
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