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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Mike Buckley who wrote (16353)1/25/2000 2:43:00 PM
From: 100cfm  Read Replies (1) of 54805
 
Mike thought you might find this interesting.
From soundview
Clarify (CLFY) Price: $126.56 Strong Buy F99A: $0.78
Clarify announced a large upside quarter. We still believe this is a very
good acquisition for Nortel, which acquired this company for the
applications functionality in the core front-office market and will try to
leverage their global reach to cross-sell these products. We continue to
think Siebel is the best stand-alone software play in the eCRM market.

100
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