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Strategies & Market Trends : Gorilla Game Investing in the eWorld

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To: pala who wrote (741)	11/18/1999 11:29:00 PM
From: Mike Buckley	Read Replies (2) of 1817

Doug, Love your thinking! I don't know if I agree or disagree (not having an informed opinion) but I love your thought processes! "we expect additional competition from other established and emerging companies, as the operational resource management software market continues to develop and expand. For example, third parties that currently help implement Ariba ORMS could begin to market products and services that compete with our own. We could also face competition from new companies who introduce an Internet-based operating resource management solution." Those exact words could be said of Siebel. Does that mean Siebel isn't in a gorilla game. Barriers to entry really don't have much to do with gorilla gaming. When I first studied the front office software field more than 2 1/2 years ago I surmised from various things I read that there were about 400 companies in the field. Obviously the front office software business was (is) one with a low barrier to entry. That doesn't mean a tornado can't spawn a gorilla. --Mike Buckley

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