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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Thomas Mercer-Hursh who wrote (32152)	9/25/2000 9:51:54 AM
From: areokat	Read Replies (1) of 54805

Re: Peoplesoft Sorry I didn't check in this week-end but had to work on the fence line. One of the things Moore points out is that a gorilla can suffer from bad management and still recover at a later date. I think psft is going to be an interesting case study along these lines. There is a lot of lock-in with their products and I don't think they lose clients easily. Anyone have any numbers on this? Also, I don't have a private business perspective, haven't talked to a psft client from this sector so have little knowledge about psft's performance in this area. Any info along these lines would be welcomed. Kat

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