Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: mtnlady who wrote (17523)	2/8/2000 7:25:00 PM
From: Mike Buckley	Read Replies (1) of 54805

What will it take for you to declare Siebel the winner! Gotta love it! I'm almost certain Siebel is the winner. But for a guy who is all too commonly referred to around here as Merlin, that word, "almost," is important enough to cause me to remain cautious. Once I have determined that the ERP folks simply can't catch up with Siebel, which I am giving them all of this year to show significant indicators, even I will declare Siebel the Gorilla. Until then, Siebel is by far the most likely Gorilla in a space that definitely will produce a Gorilla. Good enough for now? :) By the way, if indeed Siebel's products are on Main Street, that alone would verify your belief that Siebel is the Gorilla. A Gorilla's products enter Main Street only after the Gorilla was spawned in the tornado. If I were to concede that Siebel's products are on Main Street, I would also HAVE to concede that Siebel is the Gorilla. Nice try, but it didn't work. :) Great conversation! --Mike Buckley

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