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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (36127)	12/7/2000 2:42:20 PM
From: Bruce Brown	Read Replies (1) of 54805

That sort of understanding might make it easier to appreciate how the same metrics are applied to a company such as Siebel (as just one example) that is different from Yahoo! in that it doesn't maintain a network as its core operation. Let's discuss that. What do they use as the distribution mechanism for upgrades and maintenance? What will they be using in the future as we complete the transition from client/server to network application? If they don't maintain the future network for this, who will they outsource it to....? BB

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