Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (28660)	7/25/2000 10:27:33 AM
From: areokat	Read Replies (1) of 54805

The reason I mention this is because you're only one of many people who've characterized Oracle's sales force much as you did. You might be right about the pressures the sales team is under, but I disagree with you about that sort of behavior being symptomatic of a great sales force. Mike. I'm not disagreeing with you but might part of the sales force effectiveness be affected by the stage of the market oracles is in i.e. tornado vs. main street. When the business is in hypergrowth Larry's insistence on making the sales numbers is actually good strategy (we may not agree with his methods). And lets not forget his focus, he is intent on surpassing softie in the software business and becoming number 1. His execution of the billion-dollar cost cutting effort is on target and producing bottom line results, much to the amazement of many of his detractors. If you've got gorilla power nothing says it is going to be used in a fair and equitable manner. As we have recently seen all sorts of external forces are attacking gmst, qcom, msft, and csco. If you’re the gorilla and you have the chance isn't it expectable that you hit back when you can. I'd love to see Porter analyze the orcl situation and its competitive advantage. Again, I don't disagree with what you say about the effects of oracles actions long term or what LindyBill and others have said about oracles current capabilities. What I do see is it's a gorilla and according to TRFM gorillas can survive even poor management. It has market share and with market share it has power over its value chain that can be used to further oracles objectives at the expense of the members of the value chain which Moore (LOTFL) indicates is sometime a painful but proper use of gorilla power. JTO of an oracle holder. Tom

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