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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (28555)	7/23/2000 12:09:37 PM
From: StockHawk	Read Replies (1) of 54805

re: Front Office Game - Very informative write up, Mike. Here are a few bits of news from the July 17 Information Week: - Cisco and Oracle have formed a CRM-Networking Alliance with the goal of allowing Oracle's CRM systems to smoothly use Cisco's network routing and telephony features. - IBM, which stopped offering its own ERP, CRM and supply-chain software, has continued to develop alliances with software companies. It has teamed up with more than 20 since March including Siebel, I2 and Ariba. They plan to double the number of partners by year end. - As part of IBM's partnership with Siebel they plan to have Siebel software available by year end for the IBM AS/400. The AS/400 is currently utilized by 200,000 (mostly midsized?) companies. StockHawk

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