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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: ggamer who wrote (32595)9/29/2000 11:58:10 AM
From: Mike Buckley  Read Replies (1) of 54805
 
ggamer,

My guess is that you probably did the right thing in selling Siebel because it will help you sleep at night. However, I also think you sold a gorilla still in its tornado and very, very far from being threatened by a discontinuous innovation. In that light, I wonder if you considered selling a portion of it instead of all of it. I wonder if that might have helped you sleep at night while keeping opportunity potential in such a strong and relatively young gorilla.

--Mike Buckley
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