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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: DownSouth who wrote (32822)	10/4/2000 11:12:09 PM
From: Mike Buckley	Read Replies (2) of 54805

DS, What is encouraging, if you are an ORCL fan, is Larry's ... ability to build a value chain through alliances and interfaces. I'm the farthest thing from an expert on Oracle or Ellison, but my understanding is that he has alienated the integrators and of course the solutions competitors who would otherwise be stronger members of Oracle's value chain. --Mike Buckley

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