Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Boplicity who wrote (20787)	3/20/2000 12:00:00 PM
From: DownSouth	Read Replies (1) of 54805

I could not glean from your response whether or not you have studied the ORCL situation WRT B2B and B2C. In your opinion, what are the BTEs and value chains that ORCL has formed in the B2B and B2C markets. "Leveraging its core and expanding" doesn't add much to the case of ORCL being a gorilla (candidate) in these markets. RE: fuel cell, would like to see you do a project Hunt post on BLDP. I am sure you can find the prototype document. The hunt doc for ELON is an excellent template for you to use. Otherwise, please don't use this thread to promote your holdings unless you are ready to support them in G/K terms. That is what this thread is for.

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