Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: 100cfm who wrote (27830)	7/13/2000 12:35:31 PM
From: foundation	Read Replies (2) of 54805

"Ariba's growth is very tornado like" ---------- ARBA has great potential, but if there is a prospective B2B Gorilla, it is CMRC. ARIBA has hedged its bets with a more conventional software business model. CMRC is B2B - mainlined. More risks than ARBA, but prospective gains are comparably exponential. CMRC's is the only trading platform that has the chance of becoming the platform. That is what it would take to become the Gorilla. regards, blg

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