Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (17758)	2/12/2000 12:26:00 PM
From: tekboy	Read Replies (1) of 54805

[edit] oops! see my post has been OBE'd by this Message 12850718 still, perhaps worth repeating... Merlin-- great news re Siebel the gorilla. For newbies who might not understand the distinction and its implications, however, would you mind expounding a bit on the difference between enabling technology gorillas and applications gorillas? I mean, given some posts of yours I've read at the Fool on the subject, I don't think that even now you expect the kind of growth from Siebel that you do from some other companies. As great as Siebel is--and as grateful as I am for having gotten in it early last fall thanks to you--I would hate to have somebody leap in now thinking they were going to see Qualcommesque appreciation.... tekboy/Ares@oramIwrongaboutthis?.com

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