Gorilla and King Portfolio Candidates Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Gorilla and King Portfolio Candidates

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Mike Buckley who wrote (12600)	12/12/1999 12:39:00 PM
From: John Stichnoth	Read Replies (2) of 54805

Mike--Thanks. All interesting, and I'm continuing to look at them. I'm going to have to think a little bit more before giving a more thorough response, though. BTW--I think you were a little hard on Mr. Ellison yesterday, re the SAP change. SAP and Oracle have identified each other as prime rivals for a year now. I hadn't realized that SAP's offering was still built on an Oracle platform. IBM otoh has identified marketing other applications as a prime revenue driver, tieing in with their services/consulting side. So, they were a natural choice for SAP. I'm surprised the change didn't happen sooner. Best, JS

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next