Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Apollo who wrote (36753)	12/18/2000 3:33:52 PM
From: Mike Buckley	Read Replies (2) of 54805

About PSFT and CTXS on the W&W list ... I don't remember why PSFT is on the list. It is the Gorilla of human resources software market that is well past its tornado. PeopleSoft is also a chimp in the ERP sector. I'm not sure what we were watching or waiting for. It's still appropriate that CTXS remain on the list if people don't mind watching and waiting a really long time, maybe forever. After having many years of sequential revenue growth that never achieved tornado speeds, the company had declining revenue (not just declining growth). Each of the quarters in June and September had less revenue than either quarter ending in December or March. That combined with not having had a CEO for six months makes it look like an unshiny pebble with some rough edges at the moment. --Mike Buckley

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