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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: John Stichnoth who wrote (12628)	12/12/1999 2:57:00 PM
From: Mike Buckley	Read Replies (1) of 54805

John, I think you were a little hard on Mr. Ellison yesterday, re the SAP change. I was thinking that too, until I saw a blurb in January's Red Herring. If we think I was too hard on Ellison, consider this: "Larry Ellison's a nut." (Page 284) Seriously, Larry Ellison should be using strategies that allow for partnerships, not breaking them up as he's prone to do lately. Leading companies compete and partner with each other daily. Hence the term, co-opetition. Ellison seems to this investor that he's emphasisizing the competitive portion and de-emphasizing the partnering portion of co-opetition. Just my opinion. --Mike Buckley

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