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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Thomas Mercer-Hursh who wrote (32084)9/22/2000 7:35:28 PM
From: Mike Buckley  Read Replies (1) of 54805
 
Thomas,

[PeopleSoft may be] recovering, but it doesn't seem to have much of anything to do with the part of their business that made them pongid.

I understand your point and agree, but remember that Vantive now rolled into PeopleSoft's total product becomes more of a one-stop shop. Without the part that made them pongid, they wouldn't be one-stop. As I see PeopleSoft continuing its turn-around effort, I'm always reminded that Thomas Siebel said he was really glad Oracle didn't buy Vantive because the battle against Oracle would have been much more difficult than it has proven to be.

--Mike Buckley
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