Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: ralessipvh who wrote (22537)	4/11/2000 10:25:00 AM
From: areokat	Read Replies (1) of 54805

"In analysts? eyes, only Oracle (ORCL) is on safe footing, followed closely by SAP (SAP) as a probable survivor. The prognoses for PeopleSoft (PSFT) and J.D. Edwards (JDEC) are still serious, while Baan (BAANF) isn't likely to survive independently." Anyone else interested in these stocks?I have positions paired off in two different portfolios, in one I have ORCL,PSFT and SEBL, in the other I have ORCL,SAP and SEBL.I consider the second one more conservative and built it that way on purpose. PSFT is what I consider a gorilla in trouble but not necessarily doomed. From what I can find out their state contracts have large potential for future revenues but impact on margins? I don't know. Would there be any interest in a Hunt like analysis on PSFT? Since it's a declared gorilla it doesn't meet the requirements of a Hunt project assignment but it could be a sleeper. If there isn't any interest in this company but someone wants to swap PMs about PSFT I'd be appreciative. Tom

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