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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Thomas Mercer-Hursh who wrote (14869)1/10/2000 9:33:00 PM
From: Mike Buckley  Read Replies (1) of 54805
 
Thomas,

I'm not debating you about PeopleSoft's merit as an investment. I don't know enough about the company. Instead, I'm debating you about the merit of including it in the W&W portfolio.

I'll bet that [PeopleSoft's] position is a lot less dominant and secure than it once was even just a year or two ago.

You apparently missed the quote in which the authors mention that their marketshare continues to be greater than 50%. That's from the newly revised manual, which I believe to be current enough relative to the context of our discussion.

I don't follow the space. The authors' expertise is in the computer hardware/software arena. Until I see documentation proving their assessment incorrect, I'm gonna believe them.

--Mike Buckley
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