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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Boplicity who wrote (24229)5/5/2000 11:45:00 AM
From: Uncle Frank  Read Replies (1) of 54805
 
Re: Moderated Discussion

I appreciate you bringing that to my attention, Greg, but I won't be making any such application. I'm not wise enough to assume "god like" powers over others. Besides, a number of valued contributors began their association with G&K in a confrontational manner, and I might have hit the <kill switch> prematurely. I'd rather rely on group dynamics and SI's terms of use to weed out those whose sole purpose is to disrupt polite and productive discourse.

The threat of Oracle and Siebel competing has come up many times, and the fm cautions that the result of Gorilla wars are unpredictable. I'm watching it closely, as I did the csco/lu faceoff, and am monitoring comments from experts in both camps. Thus far, it appears to be more of a war of words than substance, but it has the potential to impact our investments. Since we have many more sebl than orcl investors on G&K, I'd appreciate any insights you can offer.

uf
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