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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Bruce Brown who wrote (24644)5/13/2000 9:28:00 AM
From: Mike Buckley  Read Replies (2) of 54805
 
Bruce,

You'll remember that six months to a year ago I was unwilling to play a gorilla game in the supply-chain sector because I felt it had the greatest chance of all sectors of being subsumed by the ERP players. As time as marched on, I feel less and less that way. Certainly the ERP players will pick up a certain part of the business, but to say that the sector will become part of a different category of software apps seems unlikely to me now.

Your thoughts?

--Mike Buckley
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